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

Level 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	$1.34M	Buy	18,608 +4,176	+29%	+$310K	0.63%	22
2025 Q4	$1.05M	Buy	+14,432	New	+$1.05M	0.54%	23
2025 Q3	–	Sell	-3,968	Closed	-$278K	–	63
2025 Q2	$278K	Hold	3,968	–	–	0.16%	54
2025 Q1	$257K	Hold	3,968	–	–	0.17%	46
2024 Q4	$262K	Buy	+3,968	New	+$269K	0.19%	44

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

Level Wealth Management's VO Position: Q1 2026 in Review

Level Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 29% in Q1 2026, buying an estimated $310K and bringing the position to 18,608 shares worth $1.34M. The position accounts for 0.63% of the portfolio, ranked #22.

Level Wealth Management first reported a position in VO in Q4 2024 and has held it in 5 quarters since. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Level Wealth Management held 18,608 shares of Vanguard Mid-Cap ETF worth $1.34M as of Q1 2026.
Level Wealth Management bought 4,176 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $310K.
Vanguard Mid-Cap ETF made up 0.63% of Level Wealth Management's portfolio in Q1 2026, its #22 holding.
Level Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 5 quarters since.
2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Level Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.