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Cynosure Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Cynosure Group’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 		$383K Hold
5,332
– – 0.05% 159
2025
Q4 		$387K Buy
5,332
+4
+0.1% +$291 0.04% 375
2025
Q3 		$391K Buy
5,328
+2,384
+81% +$171K 0.04% 287
2025
Q2 		$206K Buy
+2,944
New +$193K 0.02% 376
2024
Q4 		– Sell
-7,680
Closed -$506K – 387
2024
Q3 		$506K Buy
+7,680
New +$482K 0.07% 153

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

Cynosure Group's VO Position: Q1 2026 in Review

Cynosure Group held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 5,332 shares worth $383K. The position accounts for 0.05% of the portfolio, ranked #159.

Cynosure Group first reported a position in VO in Q3 2024 and has held it in 5 quarters since. The position peaked at $506K in Q3 2024. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Cynosure Group held 5,332 shares of Vanguard Mid-Cap ETF worth $383K as of Q1 2026.
  • Cynosure Group left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Mid-Cap ETF made up 0.05% of Cynosure Group's portfolio in Q1 2026, its #159 holding.
  • Cynosure Group first reported a position in Vanguard Mid-Cap ETF in Q3 2024 and has held it in 5 quarters since.
  • Cynosure Group's Vanguard Mid-Cap ETF position peaked at $506K in Q3 2024.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.