Catalyst Financial Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Catalyst Financial Partners’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	$791K	Buy	11,020 +4,336	+65%	+$322K	0.09%	130
2025 Q4	$485K	Sell	6,684 -40	-0.6%	-$2.91K	0.05%	181
2025 Q3	$494K	Hold	6,724	–	–	0.06%	173
2025 Q2	$470K	Buy	+6,724	New	+$441K	0.05%	173
2023 Q2	–	Sell	-5,512	Closed	-$291K	–	206
2023 Q1	$291K	Sell	5,512 -12,800	-70%	-$681K	0.12%	127
2022 Q4	$933K	Buy	+18,312	New	+$933K	0.48%	33

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Catalyst Financial Partners's VO Position: Q1 2026 in Review

Catalyst Financial Partners increased its Vanguard Mid-Cap ETF (VO) stake by 65% in Q1 2026, buying an estimated $322K and bringing the position to 11,020 shares worth $791K. The position accounts for 0.09% of the portfolio, ranked #130.

Catalyst Financial Partners first reported a position in VO in Q4 2022 and has held it in 6 quarters since. The position peaked at $933K in Q4 2022. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Catalyst Financial Partners held 11,020 shares of Vanguard Mid-Cap ETF worth $791K as of Q1 2026.
Catalyst Financial Partners bought 4,336 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $322K.
Vanguard Mid-Cap ETF made up 0.09% of Catalyst Financial Partners's portfolio in Q1 2026, its #130 holding.
Catalyst Financial Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 6 quarters since.
Catalyst Financial Partners's Vanguard Mid-Cap ETF position peaked at $933K in Q4 2022.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.