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

Ducere 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
-9,168
Closed -$665K – 144
2025
Q4 		$665K Buy
+9,168
New +$667K 0.26% 64

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

Ducere Wealth Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026, closing a stake of 9,168 shares — an estimated $665K sold.

Ducere Wealth Management first reported a position in VO in Q4 2025 and held it in 1 quarter. The position peaked at $665K in Q4 2025. 2,395 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Ducere Wealth Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Ducere Wealth Management sold 9,168 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $665K.
  • Ducere Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Ducere Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $665K in Q4 2025.
  • 2,395 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Ducere Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.