Heritage Family Offices’s Vanguard Mid-Cap ETF VO Stock Holding History

Heritage Family Offices’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	$1.27M	Buy	+17,648	New	+$1.31M	0.56%	43

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

Heritage Family Offices's VO Position: Q1 2026 in Review

Heritage Family Offices opened a new position in Vanguard Mid-Cap ETF (VO) in Q1 2026: 17,648 shares worth $1.27M. The stake represents 0.56% of the portfolio and ranks #43 among its holdings.

2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Heritage Family Offices held 17,648 shares of Vanguard Mid-Cap ETF worth $1.27M as of Q1 2026.
Vanguard Mid-Cap ETF was a new Heritage Family Offices position in Q1 2026.
Vanguard Mid-Cap ETF made up 0.56% of Heritage Family Offices's portfolio in Q1 2026, its #43 holding.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.