Wood Tarver Financial Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Wood Tarver Financial Group’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.58M	Sell	22,028 -7,220	-25%	-$536K	0.44%	37
2025 Q4	$2.12M	Sell	29,248 -1,224	-4%	-$89K	0.6%	29
2025 Q3	$2.24M	Sell	30,472 -844	-3%	-$60.6K	0.66%	29
2025 Q2	$2.19M	Sell	31,316 -316	-1%	-$20.7K	0.66%	27
2025 Q1	$2.05M	Sell	31,632 -15,296	-33%	-$1.03M	0.67%	23
2024 Q4	$3.1M	Buy	+46,928	New	+$3.19M	1.04%	15

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wood Tarver Financial Group's VO Position: Q1 2026 in Review

Wood Tarver Financial Group reduced its Vanguard Mid-Cap ETF (VO) stake by 25% in Q1 2026, selling an estimated $536K and leaving 22,028 shares worth $1.58M. The position accounts for 0.44% of the portfolio, ranked #37.

Wood Tarver Financial Group first reported a position in VO in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.1M in Q4 2024. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Wood Tarver Financial Group held 22,028 shares of Vanguard Mid-Cap ETF worth $1.58M as of Q1 2026.
Wood Tarver Financial Group sold 7,220 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $536K.
Vanguard Mid-Cap ETF made up 0.44% of Wood Tarver Financial Group's portfolio in Q1 2026, its #37 holding.
Wood Tarver Financial Group first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Wood Tarver Financial Group's Vanguard Mid-Cap ETF position peaked at $3.1M in Q4 2024.
2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.