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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
2023
Q3 		– Sell
-15,648
Closed -$861K – 307
2023
Q2 		$861K Sell
15,648
-104,004
-87% -$5.45M 0.18% 79
2023
Q1 		$6.31M Buy
+119,652
New +$6.37M 0.65% 31

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
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. 2,385 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.
  • 2,385 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.