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Cannon Wealth Management Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Cannon Wealth Management 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
Q1 		$3.69M Buy
51,428
+1,140
+2% +$84.7K 2.5% 15
2025
Q4 		$3.65M Buy
50,288
+820
+2% +$59.6K 2.58% 16
2025
Q3 		$3.63M Buy
49,468
+1,196
+2% +$85.9K 2.75% 13
2025
Q2 		$3.38M Buy
48,272
+1,612
+3% +$106K 2.76% 13
2025
Q1 		$3.04M Buy
46,660
+4,460
+11% +$299K 2.71% 14
2024
Q4 		$2.9M Buy
42,200
+4,688
+12% +$318K 2.5% 14
2024
Q3 		$2.47M Buy
+37,512
New +$2.36M 2.26% 15

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

Cannon Wealth Management Services's VO Position: Q1 2026 in Review

Cannon Wealth Management Services increased its Vanguard Mid-Cap ETF (VO) stake by 2.3% in Q1 2026, buying an estimated $84.7K and bringing the position to 51,428 shares worth $3.69M. The position accounts for 2.5% of the portfolio, ranked #15.

Cannon Wealth Management Services first reported a position in VO in Q3 2024 and has held it in 7 quarters since. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Cannon Wealth Management Services held 51,428 shares of Vanguard Mid-Cap ETF worth $3.69M as of Q1 2026.
  • Cannon Wealth Management Services bought 1,140 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $84.7K.
  • Vanguard Mid-Cap ETF made up 2.5% of Cannon Wealth Management Services's portfolio in Q1 2026, its #15 holding.
  • Cannon Wealth Management Services first reported a position in Vanguard Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Cannon Wealth Management Services's 13F filing for Q1 2026, filed 5 May 2026.