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

BridgePort Financial Solutions’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 		$1.08M Buy
15,028
+112
+0.8% +$8.32K 0.31% 66
2025
Q4 		$1.08M Buy
14,916
+532
+4% +$38.7K 0.29% 67
2025
Q3 		$1.06M Buy
14,384
+576
+4% +$41.4K 0.28% 71
2025
Q2 		$966K Buy
13,808
+912
+7% +$59.9K 0.32% 62
2025
Q1 		$834K Buy
12,896
+960
+8% +$64.4K 0.38% 57
2024
Q4 		$796K Buy
+11,936
New +$810K 0.36% 60

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

BridgePort Financial Solutions's VO Position: Q1 2026 in Review

BridgePort Financial Solutions increased its Vanguard Mid-Cap ETF (VO) stake by 0.75% in Q1 2026, buying an estimated $8.32K and bringing the position to 15,028 shares worth $1.08M. The position accounts for 0.31% of the portfolio, ranked #66.

BridgePort Financial Solutions first reported a position in VO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.08M in Q4 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • BridgePort Financial Solutions held 15,028 shares of Vanguard Mid-Cap ETF worth $1.08M as of Q1 2026.
  • BridgePort Financial Solutions bought 112 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $8.32K.
  • Vanguard Mid-Cap ETF made up 0.31% of BridgePort Financial Solutions's portfolio in Q1 2026, its #66 holding.
  • BridgePort Financial Solutions first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • BridgePort Financial Solutions's Vanguard Mid-Cap ETF position peaked at $1.08M in Q4 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.