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Madison Wealth Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Madison Wealth Partners’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 		$405K Sell
5,640
-220
-4% -$16.3K 0.06% 134
2025
Q4 		$425K Buy
5,860
+356
+6% +$25.9K 0.08% 111
2025
Q3 		$404K Sell
5,504
-84
-2% -$6.03K 0.08% 101
2025
Q2 		$391K Buy
5,588
+448
+9% +$29.4K 0.09% 102
2025
Q1 		$332K Sell
5,140
-4
-0.1% -$268 0.08% 105
2024
Q4 		$340K Buy
5,144
+88
+2% +$5.97K 0.09% 107
2024
Q3 		$334K Buy
5,056
+860
+20% +$54K 0.1% 105
2024
Q2 		$254K Buy
4,196
+24
+0.6% +$1.46K 0.09% 107
2024
Q1 		$261K Buy
4,172
+484
+13% +$28.6K 0.09% 104
2023
Q4 		$214K Buy
+3,688
New +$197K 0.09% 110
2022
Q2 		– Sell
-3,980
Closed -$237K – 90
2022
Q1 		$237K Buy
3,980
+212
+6% +$12.4K 0.13% 65
2021
Q4 		$240K Sell
3,768
-152
-4% -$9.53K 0.12% 66
2021
Q3 		$232K Buy
3,920
+44
+1% +$2.66K 0.13% 61
2021
Q2 		$230K Sell
3,876
-60
-2% -$3.48K 0.13% 61
2021
Q1 		$203K Hold
3,936
– – 0.14% 51
2020
Q4 		$203K Buy
+3,936
New +$191K 0.14% 52

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

Madison Wealth Partners's VO Position: Q1 2026 in Review

Madison Wealth Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.8% in Q1 2026, selling an estimated $16.3K and leaving 5,640 shares worth $405K. The position accounts for 0.06% of the portfolio, ranked #134.

Madison Wealth Partners first reported a position in VO in Q4 2020 and has held it in 16 quarters since. The position peaked at $425K in Q4 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Madison Wealth Partners held 5,640 shares of Vanguard Morningstar Mid-Cap ETF worth $405K as of Q1 2026.
  • Madison Wealth Partners sold 220 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $16.3K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.06% of Madison Wealth Partners's portfolio in Q1 2026, its #134 holding.
  • Madison Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 16 quarters since.
  • Madison Wealth Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $425K in Q4 2025.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.