M1FG
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Mach-1 Financial Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Mach-1 Financial Group’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
2025
Q4 		– Sell
-3,288
Closed -$241K – 460
2025
Q3 		$241K Buy
+3,288
New +$236K 0.04% 201
2023
Q2 		– Sell
-188
Closed -$9.91K – 342
2023
Q1 		$9.91K Buy
+188
New +$10K 0.06% 132
2022
Q4 		– Sell
-188
Closed -$8K – 455
2022
Q3 		$8K Hold
188
– – 0.01% 245
2022
Q2 		$9K Buy
+188
New +$10.2K 0.01% 257

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mach-1 Financial Group's VO Position: Q4 2025 in Review

Mach-1 Financial Group sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2025, closing a stake of 3,288 shares — an estimated $241K sold.

Mach-1 Financial Group first reported a position in VO in Q2 2022 and held it in 4 quarters. The position peaked at $241K in Q3 2025. 2,372 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • Mach-1 Financial Group reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Mach-1 Financial Group sold 3,288 Vanguard Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $241K.
  • Mach-1 Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and held it in 4 quarters.
  • Mach-1 Financial Group's Vanguard Morningstar Mid-Cap ETF position peaked at $241K in Q3 2025.
  • 2,372 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.

Based on Mach-1 Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.