Correct Capital Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Correct Capital 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	$299K	Hold	4,168	–	–	0.06%	91
2025 Q4	$302K	Hold	4,168	–	–	0.06%	94
2025 Q3	$306K	Hold	4,168	–	–	0.05%	98
2025 Q2	$292K	Hold	4,168	–	–	0.04%	98
2025 Q1	$269K	Hold	4,168	–	–	0.04%	97
2024 Q4	$275K	Hold	4,168	–	–	0.05%	100
2024 Q3	$275K	Hold	4,168	–	–	0.06%	99
2024 Q2	$252K	Hold	4,168	–	–	0.06%	104
2024 Q1	$260K	Hold	4,168	–	–	0.06%	117
2023 Q4	$242K	Buy	+4,168	New	+$223K	0.06%	110

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

Correct Capital Wealth Management's VO Position: Q1 2026 in Review

Correct Capital Wealth Management held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 4,168 shares worth $299K. The position accounts for 0.06% of the portfolio, ranked #91.

Correct Capital Wealth Management first reported a position in VO in Q4 2023 and has held it in 10 quarters since. The position peaked at $306K in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Correct Capital Wealth Management held 4,168 shares of Vanguard Mid-Cap ETF worth $299K as of Q1 2026.
Correct Capital Wealth Management left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap ETF made up 0.06% of Correct Capital Wealth Management's portfolio in Q1 2026, its #91 holding.
Correct Capital Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Correct Capital Wealth Management's Vanguard Mid-Cap ETF position peaked at $306K in Q3 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

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