Comprehensive Money Management Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Comprehensive Money 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	$627K	Hold	8,740	–	–	0.41%	80
2025 Q4	$634K	Hold	8,740	–	–	0.44%	80
2025 Q3	$642K	Hold	8,740	–	–	0.45%	77
2025 Q2	$611K	Sell	8,740 -160	-2%	-$10.5K	0.46%	78
2025 Q1	$575K	Hold	8,900	–	–	0.46%	78
2024 Q4	$588K	Buy	+8,900	New	+$604K	0.48%	74

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

Comprehensive Money Management Services's VO Position: Q1 2026 in Review

Comprehensive Money Management Services held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 8,740 shares worth $627K. The position accounts for 0.41% of the portfolio, ranked #80.

Comprehensive Money Management Services first reported a position in VO in Q4 2024 and has held it in 6 quarters since. The position peaked at $642K in Q3 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Comprehensive Money Management Services held 8,740 shares of Vanguard Mid-Cap ETF worth $627K as of Q1 2026.
Comprehensive Money Management Services left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap ETF made up 0.41% of Comprehensive Money Management Services's portfolio in Q1 2026, its #80 holding.
Comprehensive Money Management Services first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Comprehensive Money Management Services's Vanguard Mid-Cap ETF position peaked at $642K in Q3 2025.
2,389 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.