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

Fortem Financial 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 		$558K Sell
7,772
-136
-2% -$10.1K 0.14% 120
2025
Q4 		$574K Buy
7,908
+256
+3% +$18.6K 0.15% 110
2025
Q3 		$562K Buy
7,652
+1,268
+20% +$91.1K 0.16% 106
2025
Q2 		$447K Hold
6,384
– – 0.14% 115
2025
Q1 		$413K Buy
6,384
+600
+10% +$40.3K 0.16% 131
2024
Q4 		$382K Buy
5,784
+240
+4% +$16.3K 0.15% 133
2024
Q3 		$366K Hold
5,544
– – 0.15% 135
2024
Q2 		$336K Buy
5,544
+1,864
+51% +$113K 0.14% 135
2024
Q1 		$230K Buy
+3,680
New +$217K 0.1% 150
2022
Q2 		– Sell
-6,140
Closed -$365K – 208
2022
Q1 		$365K Sell
6,140
-3,864
-39% -$227K 0.16% 129
2021
Q4 		$637K Sell
10,004
-400
-4% -$25.1K 0.29% 105
2021
Q3 		$616K Buy
10,404
+3,800
+58% +$230K 0.31% 103
2021
Q2 		$392K Buy
6,604
+180
+3% +$10.4K 0.2% 128
2021
Q1 		$355K Buy
+6,424
New +$349K 0.21% 124

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

Fortem Financial Group's VO Position: Q1 2026 in Review

Fortem Financial Group reduced its Vanguard Mid-Cap ETF (VO) stake by 1.7% in Q1 2026, selling an estimated $10.1K and leaving 7,772 shares worth $558K. The position accounts for 0.14% of the portfolio, ranked #120.

Fortem Financial Group first reported a position in VO in Q1 2021 and has held it in 14 quarters since. The position peaked at $637K in Q4 2021. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Fortem Financial Group held 7,772 shares of Vanguard Mid-Cap ETF worth $558K as of Q1 2026.
  • Fortem Financial Group sold 136 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $10.1K.
  • Vanguard Mid-Cap ETF made up 0.14% of Fortem Financial Group's portfolio in Q1 2026, its #120 holding.
  • Fortem Financial Group first reported a position in Vanguard Mid-Cap ETF in Q1 2021 and has held it in 14 quarters since.
  • Fortem Financial Group's Vanguard Mid-Cap ETF position peaked at $637K in Q4 2021.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Fortem Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.