ZIM
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Zacks Investment Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Zacks Investment Management’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 		$475K Buy
6,620
+972
+17% +$72.2K ﹤0.01% 500
2025
Q4 		$410K Buy
5,648
+964
+21% +$70.1K ﹤0.01% 534
2025
Q3 		$344K Buy
4,684
+856
+22% +$61.5K ﹤0.01% 550
2025
Q2 		$268K Sell
3,828
-712
-16% -$46.7K ﹤0.01% 573
2025
Q1 		$294K Buy
4,540
+92
+2% +$6.17K ﹤0.01% 553
2024
Q4 		$294K Buy
4,448
+296
+7% +$20.1K ﹤0.01% 549
2024
Q3 		$274K Buy
4,152
+312
+8% +$19.6K ﹤0.01% 572
2024
Q2 		$232K Sell
3,840
-248
-6% -$15.1K ﹤0.01% 553
2024
Q1 		$255K Sell
4,088
-8
-0.2% -$473 ﹤0.01% 570
2023
Q4 		$238K Buy
+4,096
New +$219K ﹤0.01% 565
2023
Q3 		– Sell
-4,032
Closed -$222K – 713
2023
Q2 		$222K Sell
4,032
-32
-0.8% -$1.68K ﹤0.01% 580
2023
Q1 		$214K Sell
4,064
-564
-12% -$30K ﹤0.01% 571
2022
Q4 		$236K Buy
4,628
+176
+4% +$8.96K ﹤0.01% 536
2022
Q3 		$209K Buy
4,452
+220
+5% +$11.5K ﹤0.01% 532
2022
Q2 		$208K Buy
4,232
+200
+5% +$10.8K ﹤0.01% 544
2022
Q1 		$240K Hold
4,032
– – ﹤0.01% 553
2021
Q4 		$257K Sell
4,032
-700
-15% -$43.9K ﹤0.01% 562
2021
Q3 		$280K Buy
4,732
+552
+13% +$33.4K ﹤0.01% 533
2021
Q2 		$248K Buy
+4,180
New +$242K ﹤0.01% 542

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

Zacks Investment Management's VO Position: Q1 2026 in Review

Zacks Investment Management increased its Vanguard Mid-Cap ETF (VO) stake by 17% in Q1 2026, buying an estimated $72.2K and bringing the position to 6,620 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Zacks Investment Management first reported a position in VO in Q2 2021 and has held it in 19 quarters since. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Zacks Investment Management held 6,620 shares of Vanguard Mid-Cap ETF worth $475K as of Q1 2026.
  • Zacks Investment Management bought 972 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $72.2K.
  • Vanguard Mid-Cap ETF made up ﹤0.01% of Zacks Investment Management's portfolio in Q1 2026, its #500 holding.
  • Zacks Investment Management first reported a position in Vanguard Mid-Cap ETF in Q2 2021 and has held it in 19 quarters since.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.