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WP Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

WP Advisors’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 		$4.84M Sell
67,380
-364
-0.5% -$27K 1.25% 20
2025
Q4 		$4.92M Sell
67,744
-3,320
-5% -$242K 1.22% 21
2025
Q3 		$5.22M Sell
71,064
-1,264
-2% -$90.8K 1.33% 21
2025
Q2 		$5.06M Buy
72,328
+3,764
+5% +$247K 1.39% 20
2025
Q1 		$4.43M Buy
68,564
+1,184
+2% +$79.5K 1.48% 19
2024
Q4 		$4.45M Buy
67,380
+4,656
+7% +$316K 1.48% 17
2024
Q3 		$4.14M Sell
62,724
-8,372
-12% -$526K 1.51% 17
2024
Q2 		$4.3M Sell
71,096
-624
-0.9% -$37.9K 1.37% 20
2024
Q1 		$4.48M Buy
71,720
+8,448
+13% +$499K 1.47% 19
2023
Q4 		$3.68M Buy
63,272
+17,904
+39% +$957K 1.36% 16
2023
Q3 		$2.36M Buy
45,368
+604
+1% +$33.1K 0.98% 23
2023
Q2 		$2.46M Buy
44,764
+3,260
+8% +$171K 0.99% 21
2023
Q1 		$2.19M Buy
41,504
+30,264
+269% +$1.61M 0.9% 27
2022
Q4 		$573K Buy
11,240
+852
+8% +$43.4K 0.26% 62
2022
Q3 		$488K Buy
10,388
+776
+8% +$40.6K 0.22% 68
2022
Q2 		$473K Buy
9,612
+2,956
+44% +$160K 0.21% 71
2022
Q1 		$396K Hold
6,656
– – 0.16% 80
2021
Q4 		$424K Hold
6,656
– – 0.18% 80
2021
Q3 		$394K Buy
6,656
+80
+1% +$4.83K 0.16% 81
2021
Q2 		$390K Buy
+6,576
New +$381K 0.16% 79
2021
Q1 		– Sell
-5,828
Closed -$301K – 102
2020
Q4 		$301K Buy
5,828
+48
+0.8% +$2.32K 0.15% 75
2020
Q3 		$255K Sell
5,780
-196
-3% -$8.54K 0.15% 70
2020
Q2 		$245K Buy
+5,976
New +$229K 0.17% 61
2020
Q1 		– Sell
-5,944
Closed -$265K – 63
2019
Q4 		$265K Buy
+5,944
New +$255K 0.27% 50
2019
Q2 		– Sell
-1,156
Closed -$465 – 159
2019
Q1 		$465 Sell
1,156
-114,208
-99% -$4.39M 0.05% 120
2018
Q4 		$3.98M Buy
115,364
+111,364
+2,784% +$4.18M 3.93% 8
2018
Q3 		$164K Buy
4,000
+852
+27% +$34.8K 0.15% 70
2018
Q2 		$124K Buy
+3,148
New +$124K 0.12% 77

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

WP Advisors's VO Position: Q1 2026 in Review

WP Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 0.54% in Q1 2026, selling an estimated $27K and leaving 67,380 shares worth $4.84M. The position accounts for 1.25% of the portfolio, ranked #20.

WP Advisors first reported a position in VO in Q2 2018 and has held it in 28 quarters since. The position peaked at $5.22M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • WP Advisors held 67,380 shares of Vanguard Mid-Cap ETF worth $4.84M as of Q1 2026.
  • WP Advisors sold 364 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $27K.
  • Vanguard Mid-Cap ETF made up 1.25% of WP Advisors's portfolio in Q1 2026, its #20 holding.
  • WP Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2018 and has held it in 28 quarters since.
  • WP Advisors's Vanguard Mid-Cap ETF position peaked at $5.22M in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on WP Advisors's 13F filing for Q1 2026, filed 4 May 2026.