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Marquette Associates’s Vanguard Mid-Cap ETF VO Stock Holding History

Marquette Associates’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 		$5.32M Buy
74,140
+224
+0.3% +$16.6K 5.79% 8
2025
Q4 		$5.36M Sell
73,916
-4,844
-6% -$352K 6.87% 7
2025
Q3 		$5.78M Buy
78,760
+1,608
+2% +$115K 6.96% 8
2025
Q2 		$5.4M Hold
77,152
– – 5.29% 8
2025
Q1 		$4.99M Buy
77,152
+248
+0.3% +$16.6K 4.99% 9
2024
Q4 		$5.08M Buy
76,904
+2,640
+4% +$179K 4.21% 9
2024
Q3 		$4.9M Buy
74,264
+12
+0% +$753 3.53% 10
2024
Q2 		$4.49M Buy
74,252
+1,248
+2% +$75.8K 3.39% 10
2024
Q1 		$4.56M Buy
+73,004
New +$4.31M 3.22% 11

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 $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Marquette Associates's VO Position: Q1 2026 in Review

Marquette Associates increased its Vanguard Mid-Cap ETF (VO) stake by 0.3% in Q1 2026, buying an estimated $16.6K and bringing the position to 74,140 shares worth $5.32M. The position accounts for 5.79% of the portfolio, ranked #8.

Marquette Associates first reported a position in VO in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.78M in Q3 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Marquette Associates held 74,140 shares of Vanguard Mid-Cap ETF worth $5.32M as of Q1 2026.
  • Marquette Associates bought 224 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $16.6K.
  • Vanguard Mid-Cap ETF made up 5.79% of Marquette Associates's portfolio in Q1 2026, its #8 holding.
  • Marquette Associates first reported a position in Vanguard Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • Marquette Associates's Vanguard Mid-Cap ETF position peaked at $5.78M in Q3 2025.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Marquette Associates's 13F filing for Q1 2026, filed 15 May 2026.