Landmark Wealth Management (New York)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Landmark Wealth Management (New York)’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	$1.7M	Buy	23,620 +1,232	+6%	+$91.5K	0.45%	43
2025 Q4	$1.62M	Buy	22,388 +140	+0.6%	+$10.2K	0.62%	37
2025 Q3	$1.63M	Buy	22,248 +128	+0.6%	+$9.19K	0.65%	38
2025 Q2	$1.55M	Buy	22,120 +292	+1%	+$19.2K	0.66%	35
2025 Q1	$1.41M	Buy	21,828 +60	+0.3%	+$4.03K	0.62%	39
2024 Q4	$1.44M	Buy	21,768 +248	+1%	+$16.8K	0.64%	37
2024 Q3	$1.42M	Buy	+21,520	New	+$1.35M	0.62%	37
2024 Q2	–	Sell	-21,200	Closed	-$1.32M	–	72
2024 Q1	$1.32M	Buy	21,200 +1,752	+9%	+$104K	0.61%	40
2023 Q4	$1.13M	Buy	19,448 +336	+2%	+$18K	0.56%	40
2023 Q3	$995K	Buy	+19,112	New	+$1.05M	0.57%	40
2023 Q2	–	Sell	-19,940	Closed	-$1.05M	–	70
2023 Q1	$1.05M	Buy	19,940 +828	+4%	+$44.1K	0.58%	37
2022 Q4	$974K	Sell	19,112 -3,388	-15%	-$173K	0.7%	37
2022 Q3	$1.06M	Buy	+22,500	New	+$1.18M	0.8%	35
2022 Q2	–	Sell	-53,280	Closed	-$1.59M	–	176
2022 Q1	$1.59M	Buy	+53,280	New	+$3.13M	0.84%	31

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 $424B AUM 22.94% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Landmark Wealth Management (New York)'s VO Position: Q1 2026 in Review

Landmark Wealth Management (New York) increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.5% in Q1 2026, buying an estimated $91.5K and bringing the position to 23,620 shares worth $1.7M. The position accounts for 0.45% of the portfolio, ranked #43.

Landmark Wealth Management (New York) first reported a position in VO in Q1 2022 and has held it in 14 quarters since. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Landmark Wealth Management (New York) held 23,620 shares of Vanguard Morningstar Mid-Cap ETF worth $1.7M as of Q1 2026.
Landmark Wealth Management (New York) bought 1,232 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $91.5K.
Vanguard Morningstar Mid-Cap ETF made up 0.45% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #43 holding.
Landmark Wealth Management (New York) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 14 quarters since.
2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.