High Note Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History

High Note Wealth’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	$1.24M	Buy	17,220 +100	+0.6%	+$7.43K	0.24%	60
2025 Q4	$1.24M	Sell	17,120 -120	-0.7%	-$8.73K	0.24%	58
2025 Q3	$1.27M	Sell	17,240 -260	-1%	-$18.7K	0.25%	59
2025 Q2	$1.22M	Sell	17,500 -36	-0.2%	-$2.36K	0.28%	57
2025 Q1	$1.13M	Sell	17,536 -196	-1%	-$13.2K	0.28%	48
2024 Q4	$1.17M	Sell	17,732 -24	-0.1%	-$1.63K	0.3%	45
2024 Q3	$1.17M	Sell	17,756 -84	-0.5%	-$5.27K	0.33%	46
2024 Q2	$1.08M	Sell	17,840 -208	-1%	-$12.6K	0.33%	46
2024 Q1	$1.13M	Sell	18,048 -332	-2%	-$19.6K	0.37%	47
2023 Q4	$1.07M	Sell	18,380 -496	-3%	-$26.5K	0.4%	46
2023 Q3	$983K	Hold	18,876	–	–	0.41%	45
2023 Q2	$1.04M	Sell	18,876 -920	-5%	-$48.2K	0.42%	44
2023 Q1	$1.04M	Sell	19,796 -1,320	-6%	-$70.2K	0.43%	47
2022 Q4	$1.08M	Buy	21,116 +1,008	+5%	+$51.3K	0.45%	48
2022 Q3	$1.01M	Sell	20,108 -1,056	-5%	-$55.2K	0.4%	51
2022 Q2	$1.04M	Sell	21,164 -148	-0.7%	-$8K	0.41%	50
2022 Q1	$1.27M	Sell	21,312 -5,108	-19%	-$300K	0.45%	48
2021 Q4	$1.68M	Sell	26,420 -1,504	-5%	-$94.3K	0.57%	47
2021 Q3	$1.65M	Sell	27,924 -552	-2%	-$33.4K	0.6%	46
2021 Q2	$1.69M	Hold	28,476	–	–	0.61%	45
2021 Q1	$1.57M	Hold	28,476	–	–	0.61%	48
2020 Q4	$1.47M	Buy	+28,476	New	+$1.38M	0.62%	47

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

High Note Wealth's VO Position: Q1 2026 in Review

High Note Wealth increased its Vanguard Mid-Cap ETF (VO) stake by 0.58% in Q1 2026, buying an estimated $7.43K and bringing the position to 17,220 shares worth $1.24M. The position accounts for 0.24% of the portfolio, ranked #60.

High Note Wealth first reported a position in VO in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.69M in Q2 2021. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

High Note Wealth held 17,220 shares of Vanguard Mid-Cap ETF worth $1.24M as of Q1 2026.
High Note Wealth bought 100 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $7.43K.
Vanguard Mid-Cap ETF made up 0.24% of High Note Wealth's portfolio in Q1 2026, its #60 holding.
High Note Wealth first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
High Note Wealth's Vanguard Mid-Cap ETF position peaked at $1.69M in Q2 2021.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.