Marks Group Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Marks Group Wealth 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	$1.58M	Sell	22,040 -120	-0.5%	-$8.92K	0.15%	154
2025 Q4	$1.61M	Buy	22,160 +200	+0.9%	+$14.5K	0.15%	144
2025 Q3	$1.61M	Hold	21,960	–	–	0.15%	136
2025 Q2	$1.54M	Hold	21,960	–	–	0.14%	141
2025 Q1	$1.42M	Sell	21,960 -4	-0%	-$268	0.14%	150
2024 Q4	$1.45M	Sell	21,964 -128	-0.6%	-$8.69K	0.14%	141
2024 Q3	$1.46M	Buy	22,092 +132	+0.6%	+$8.29K	0.14%	146
2024 Q2	$1.33M	Sell	21,960 -1,480	-6%	-$89.9K	0.14%	150
2024 Q1	$1.46M	Sell	23,440 -4	-0%	-$236	0.15%	142
2023 Q4	$1.36M	Hold	23,444	–	–	0.16%	142
2023 Q3	$1.22M	Hold	23,444	–	–	0.15%	147
2023 Q2	$1.29M	Hold	23,444	–	–	0.15%	145
2023 Q1	$1.24M	Buy	+23,444	New	+$1.25M	0.16%	146

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Marks Group Wealth Management's VO Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 0.54% in Q1 2026, selling an estimated $8.92K and leaving 22,040 shares worth $1.58M. The position accounts for 0.15% of the portfolio, ranked #154.

Marks Group Wealth Management first reported a position in VO in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.61M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Marks Group Wealth Management held 22,040 shares of Vanguard Mid-Cap ETF worth $1.58M as of Q1 2026.
Marks Group Wealth Management sold 120 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $8.92K.
Vanguard Mid-Cap ETF made up 0.15% of Marks Group Wealth Management's portfolio in Q1 2026, its #154 holding.
Marks Group Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
Marks Group Wealth Management's Vanguard Mid-Cap ETF position peaked at $1.61M in Q3 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.