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Fielder Capital Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Fielder Capital 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 		– Sell
-2,808
Closed -$204K – 310
2025
Q4 		$204K Buy
+2,808
New +$204K 0.04% 264

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UBS Group
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Morgan Stanley
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Creative Planning
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fielder Capital Group's VO Position: Q1 2026 in Review

Fielder Capital Group sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026, closing a stake of 2,808 shares — an estimated $204K sold.

Fielder Capital Group first reported a position in VO in Q4 2025 and held it in 1 quarter. The position peaked at $204K in Q4 2025. 2,402 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Fielder Capital Group reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Fielder Capital Group sold 2,808 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $204K.
  • Fielder Capital Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Fielder Capital Group's Vanguard Morningstar Mid-Cap ETF position peaked at $204K in Q4 2025.
  • 2,402 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Fielder Capital Group's 13F filing for Q1 2026, filed 12 May 2026.