1 North Wealth Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

1 North Wealth Services’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 Q2	$6.45K	Hold	80	–	–	﹤0.01%	212
2026 Q1	$5.74K	Hold	80	–	–	﹤0.01%	189
2025 Q4	$5.8K	Buy	+80	New	+$5.82K	﹤0.01%	196
2019 Q4	$15K	Buy	+332	New	+$14.3K	0.01%	168

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

1 North Wealth Services's VO Position: Q2 2026 in Review

1 North Wealth Services held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 80 shares worth $6.45K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

1 North Wealth Services first reported a position in VO in Q4 2019 and has held it in 4 quarters since. The position peaked at $15K in Q4 2019. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

1 North Wealth Services held 80 shares of Vanguard Morningstar Mid-Cap ETF worth $6.45K as of Q2 2026.
1 North Wealth Services left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #212 holding.
1 North Wealth Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 4 quarters since.
1 North Wealth Services's Vanguard Morningstar Mid-Cap ETF position peaked at $15K in Q4 2019.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.