Dunhill Financial’s Vanguard Mid-Cap ETF VO Stock Holding History

Dunhill Financial’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	$505K	Buy	7,036 +3,144	+81%	+$234K	0.12%	73
2025 Q4	$282K	Sell	3,892 -1,712	-31%	-$125K	0.07%	104
2025 Q3	$411K	Sell	5,604 -9,408	-63%	-$676K	0.11%	70
2025 Q2	$1.05M	Buy	15,012 +504	+3%	+$33.1K	0.3%	42
2025 Q1	$938K	Buy	+14,508	New	+$974K	0.43%	36
2024 Q4	–	Sell	-328	Closed	-$21.6K	–	972
2024 Q3	$21.6K	Buy	328 +160	+95%	+$10K	0.01%	263
2024 Q2	$10.1K	Hold	168	–	–	0.01%	287
2024 Q1	$10.4K	Hold	168	–	–	0.01%	233
2023 Q4	$9.66K	Buy	+168	New	+$8.98K	0.01%	215

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

Dunhill Financial's VO Position: Q1 2026 in Review

Dunhill Financial increased its Vanguard Mid-Cap ETF (VO) stake by 81% in Q1 2026, buying an estimated $234K and bringing the position to 7,036 shares worth $505K. The position accounts for 0.12% of the portfolio, ranked #73.

Dunhill Financial first reported a position in VO in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.05M in Q2 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Dunhill Financial held 7,036 shares of Vanguard Mid-Cap ETF worth $505K as of Q1 2026.
Dunhill Financial bought 3,144 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $234K.
Vanguard Mid-Cap ETF made up 0.12% of Dunhill Financial's portfolio in Q1 2026, its #73 holding.
Dunhill Financial first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 9 quarters since.
Dunhill Financial's Vanguard Mid-Cap ETF position peaked at $1.05M in Q2 2025.
2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.