Five Pine Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Five Pine 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	$5.28M	Buy	73,604 +124	+0.2%	+$9.21K	3.29%	11
2025 Q4	$5.33M	Buy	73,480 +3,356	+5%	+$244K	3.42%	9
2025 Q3	$5.15M	Buy	70,124 +2,964	+4%	+$213K	3.48%	9
2025 Q2	$4.71M	Buy	67,160 +4,168	+7%	+$274K	3.48%	10
2025 Q1	$4.07M	Buy	62,992 +6,360	+11%	+$427K	3.32%	10
2024 Q4	$3.74M	Buy	+56,632	New	+$3.84M	3.15%	11

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

Five Pine Wealth Management's VO Position: Q1 2026 in Review

Five Pine Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 0.17% in Q1 2026, buying an estimated $9.21K and bringing the position to 73,604 shares worth $5.28M. The position accounts for 3.29% of the portfolio, ranked #11.

Five Pine Wealth Management first reported a position in VO in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.33M in Q4 2025. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Five Pine Wealth Management held 73,604 shares of Vanguard Mid-Cap ETF worth $5.28M as of Q1 2026.
Five Pine Wealth Management bought 124 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $9.21K.
Vanguard Mid-Cap ETF made up 3.29% of Five Pine Wealth Management's portfolio in Q1 2026, its #11 holding.
Five Pine Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Five Pine Wealth Management's Vanguard Mid-Cap ETF position peaked at $5.33M in Q4 2025.
2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Five Pine Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.