Brooklyn Investment Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Brooklyn Investment Group’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	$743K	Buy	10,348 +2,716	+36%	+$202K	0.02%	732
2025 Q4	$560K	Buy	7,632 +40	+0.5%	+$2.91K	0.03%	598
2025 Q3	$529K	Hold	7,592	–	–	0.07%	264
2025 Q2	$531K	Buy	7,592 +3,864	+104%	+$254K	0.07%	271
2025 Q1	$241K	Buy	3,728 +1,728	+86%	+$116K	0.05%	307
2024 Q4	$132K	Buy	+2,000	New	+$136K	0.04%	317

Other funds holding VO

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

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

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

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

Brooklyn Investment Group's VO Position: Q1 2026 in Review

Brooklyn Investment Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 36% in Q1 2026, buying an estimated $202K and bringing the position to 10,348 shares worth $743K. The position accounts for 0.02% of the portfolio, ranked #732.

Brooklyn Investment Group first reported a position in VO in Q4 2024 and has held it in 6 quarters since. 2,395 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Brooklyn Investment Group held 10,348 shares of Vanguard Morningstar Mid-Cap ETF worth $743K as of Q1 2026.
Brooklyn Investment Group bought 2,716 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $202K.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #732 holding.
Brooklyn Investment Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
2,395 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.