MA Private Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

MA Private Wealth’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	–	Sell	-4,376	Closed	-$318K	–	89
2025 Q4	$318K	Sell	4,376 -748	-15%	-$54.4K	0.05%	74
2025 Q3	$376K	Buy	5,124 +256	+5%	+$18.4K	0.06%	66
2025 Q2	$341K	Buy	+4,868	New	+$320K	0.06%	69
2022 Q2	–	Sell	-3,456	Closed	-$206K	–	88
2022 Q1	$206K	Buy	3,456 +12	+0.3%	+$704	0.04%	85
2021 Q4	$219K	Buy	3,444 +12	+0.3%	+$752	0.04%	91
2021 Q3	$203K	Buy	3,432 +8	+0.2%	+$483	0.04%	87
2021 Q2	$203K	Buy	+3,424	New	+$198K	0.04%	89
2019 Q4	–	Sell	-6,516	Closed	-$273K	–	95
2019 Q3	$273K	Sell	6,516 -824	-11%	-$34.4K	0.08%	72
2019 Q2	$307K	Sell	7,340 -228	-3%	-$9.33K	0.09%	68
2019 Q1	$304K	Buy	7,568 +572	+8%	+$22K	0.1%	73
2018 Q4	$242K	Buy	+6,996	New	+$263K	0.09%	87

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

MA Private Wealth's VO Position: Q1 2026 in Review

MA Private Wealth sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026, closing a stake of 4,376 shares — an estimated $318K sold.

MA Private Wealth first reported a position in VO in Q4 2018 and held it in 11 quarters. The position peaked at $376K in Q3 2025. 2,394 funds tracked by Wall St. Rank hold VO as of Q1 2026.

MA Private Wealth reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
MA Private Wealth sold 4,376 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $318K.
MA Private Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and held it in 11 quarters.
MA Private Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $376K in Q3 2025.
2,394 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on MA Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.