Collaborative Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Collaborative Wealth Management’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	–	Sell	-5,436	Closed	-$394K	–	242
2025 Q4	$394K	Buy	+5,436	New	+$395K	0.14%	135
2022 Q3	–	Sell	-4,148	Closed	-$204K	–	189
2022 Q2	$204K	Buy	+4,148	New	+$224K	0.13%	177
2021 Q4	$264K	Buy	+4,148	New	+$260K	0.14%	176
2021 Q1	$247K	Buy	+4,148	New	+$225K	0.14%	169

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

Collaborative Wealth Management's VO Position: Q1 2026 in Review

Collaborative Wealth Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026, closing a stake of 5,436 shares — an estimated $394K sold.

Collaborative Wealth Management first reported a position in VO in Q1 2021 and held it in 4 quarters. The position peaked at $394K in Q4 2025. 2,398 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Collaborative Wealth Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Collaborative Wealth Management sold 5,436 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $394K.
Collaborative Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2021 and held it in 4 quarters.
Collaborative Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $394K in Q4 2025.
2,398 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

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