XML Financial’s Vanguard Mid-Cap ETF VO Stock Holding History

XML Financial’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	$8.96M	Buy	124,800 +10,144	+9%	+$754K	0.72%	42
2025 Q4	$8.32M	Sell	114,656 -1,936	-2%	-$141K	0.68%	43
2025 Q3	$8.56M	Sell	116,592 -556	-0.5%	-$39.9K	0.7%	39
2025 Q2	$8.2M	Buy	117,148 +5,308	+5%	+$348K	0.71%	41
2025 Q1	$7.23M	Sell	111,840 -5,000	-4%	-$336K	0.67%	43
2024 Q4	$7.72M	Buy	116,840 +7,096	+6%	+$482K	0.71%	39
2024 Q3	$7.24M	Buy	109,744 +3,072	+3%	+$193K	0.67%	42
2024 Q2	$6.46M	Buy	106,672 +2,824	+3%	+$172K	0.65%	43
2024 Q1	$6.49M	Buy	103,848 +1,156	+1%	+$68.3K	0.66%	42
2023 Q4	$5.97M	Buy	102,692 +2,296	+2%	+$123K	0.63%	50
2023 Q3	$5.23M	Buy	100,396 +21,824	+28%	+$1.2M	0.63%	53
2023 Q2	$4.32M	Buy	+78,572	New	+$4.12M	0.5%	57

Other funds holding VO

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 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

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