M Holdings Securities’s Vanguard Mid-Cap ETF VO Stock Holding History

M Holdings Securities’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	$2.43M	Buy	+93,252	New	+$6.93M	0.16%	111
2025 Q2	–	Sell	-210,452	Closed	-$13.6M	–	210
2025 Q1	$13.6M	Buy	210,452 +12,736	+6%	+$855K	2.26%	8
2024 Q4	$13.1M	Buy	+197,716	New	+$13.4M	2.11%	11
2024 Q2	–	Sell	-162,960	Closed	-$10.2M	–	346
2024 Q1	$10.2M	Buy	162,960 +13,936	+9%	+$824K	1.71%	12
2023 Q4	$8.67M	Buy	149,024 +22,532	+18%	+$1.2M	0.98%	22
2023 Q3	$6.58M	Buy	+126,492	New	+$6.94M	0.87%	26
2023 Q1	–	Sell	-100,944	Closed	-$5.37M	–	590
2022 Q4	$5.14M	Buy	100,944 +10,004	+11%	+$510K	0.54%	37
2022 Q3	$4.27M	Sell	90,940 -6,596	-7%	-$345K	0.47%	42
2022 Q2	$4.8M	Sell	97,536 -18,684	-16%	-$1.01M	0.49%	45
2022 Q1	$6.91M	Buy	+116,220	New	+$6.82M	0.52%	40
2021 Q2	$5.93M	Sell	99,944 -11,988	-11%	-$695K	0.58%	41
2021 Q1	$6.19M	Buy	111,932 +8,500	+8%	+$461K	0.56%	34
2020 Q4	$5.35M	Buy	103,432 +8,820	+9%	+$427K	0.68%	32
2020 Q3	$4.17M	Buy	94,612 +1,220	+1%	+$53.2K	0.66%	35
2020 Q2	$3.83M	Buy	93,392 +43,008	+85%	+$1.65M	0.68%	35
2020 Q1	$1.66M	Buy	+50,384	New	+$2.09M	0.25%	104
2019 Q2	–	Sell	-19,036	Closed	-$765K	–	346
2019 Q1	$765K	Buy	19,036 +4,088	+27%	+$157K	0.18%	144
2018 Q4	$516K	Sell	14,948 -7,752	-34%	-$291K	0.16%	166
2018 Q3	$932K	Buy	22,700 +8,104	+56%	+$331K	0.24%	107
2018 Q2	$575K	Sell	14,596 -3,440	-19%	-$135K	0.16%	172
2018 Q1	$695K	Buy	18,036 +1,712	+10%	+$67.4K	0.21%	145
2017 Q4	$632K	Buy	16,324 +1,452	+10%	+$54.8K	0.19%	154
2017 Q3	$547K	Buy	14,872 +2,300	+18%	+$83K	0.17%	164
2017 Q2	$448K	Buy	12,572 +908	+8%	+$32.1K	0.15%	175
2017 Q1	$406K	Sell	11,664 -132	-1%	-$4.54K	0.16%	164
2016 Q4	$388K	Buy	+11,796	New	+$382K	0.13%	163
2014 Q4	–	Sell	-1,868	Closed	-$55K	–	434
2014 Q3	$55K	Buy	+1,868	New	+$55.5K	0.03%	367

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

M Holdings Securities's VO Position: Q1 2026 in Review

M Holdings Securities opened a new position in Vanguard Mid-Cap ETF (VO) in Q1 2026: 93,252 shares worth $2.43M. The stake represents 0.16% of the portfolio and ranks #111 among its holdings. This is a return to the name: M Holdings Securities previously reported a position in VO as recently as Q1 2025.

M Holdings Securities first reported a position in VO in Q3 2014 and has held it in 27 quarters since. The position peaked at $13.6M in Q1 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

M Holdings Securities held 93,252 shares of Vanguard Mid-Cap ETF worth $2.43M as of Q1 2026.
Vanguard Mid-Cap ETF was a new M Holdings Securities position in Q1 2026.
Vanguard Mid-Cap ETF made up 0.16% of M Holdings Securities's portfolio in Q1 2026, its #111 holding.
M Holdings Securities first reported a position in Vanguard Mid-Cap ETF in Q3 2014 and has held it in 27 quarters since.
M Holdings Securities's Vanguard Mid-Cap ETF position peaked at $13.6M in Q1 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.