VO — Vanguard Mid Cap ETF

Ownership history in Cook Wealth, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Cook Wealth, LLC reported a position in Vanguard Mid Cap ETF (VO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.39% (2024 Q4)
Avg. % of fund
4.69%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 48,801 — 0% 6.08% $12.5M $290.22
2025 Q2 UNCHANGED 48,801 — 0% 6.08% $12.5M $277.75
2025 Q1 REDUCED 48,801 -300 -0.6% 6.08% $12.5M $255.71
2024 Q4 ADDED 49,101 +5,121 +11.6% 6.39% $13.6M $260.00
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VO price (monthly, adj. close)

Other funds also holding VO

As of 2025 Q4 — sorted by position size

Fidato Wealth LLC 3Y 25.67% Performa Ltd (US), LLC 3Y 7Y 15.76% Bear Mountain Capital, Inc. 15.22% BCK Partners, Inc. 3Y 14.91% TL Private Wealth 3Y 14.37% SilverOak Wealth Management LLC 11.13% JMG Financial Group, Ltd. 3Y 7Y 11.02% Riverpoint Wealth Management Holdings, LLC 3Y 7Y 10.74% Financial Synergies Wealth Advisors, Inc. 10.73% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.61%
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