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M1 Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

M1 Capital 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 		$438K Buy
6,100
+8
+0.1% +$594 0.2% 69
2025
Q4 		$442K Hold
6,092
– – 0.18% 70
2025
Q3 		$447K Buy
6,092
+20
+0.3% +$1.44K 0.19% 68
2025
Q2 		$425K Hold
6,072
– – 0.21% 66
2025
Q1 		$393K Hold
6,072
– – 0.25% 58
2024
Q4 		$401K Buy
+6,072
New +$412K 0.22% 54

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 $424B AUM 22.94% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

M1 Capital Management's VO Position: Q1 2026 in Review

M1 Capital Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.13% in Q1 2026, buying an estimated $594 and bringing the position to 6,100 shares worth $438K. The position accounts for 0.2% of the portfolio, ranked #69.

M1 Capital Management first reported a position in VO in Q4 2024 and has held it in 6 quarters since. The position peaked at $447K in Q3 2025. 2,390 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • M1 Capital Management held 6,100 shares of Vanguard Morningstar Mid-Cap ETF worth $438K as of Q1 2026.
  • M1 Capital Management bought 8 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $594.
  • Vanguard Morningstar Mid-Cap ETF made up 0.2% of M1 Capital Management's portfolio in Q1 2026, its #69 holding.
  • M1 Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • M1 Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $447K in Q3 2025.
  • 2,390 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on M1 Capital Management's 13F filing for Q1 2026, filed 8 May 2026.