Marshall & Sterling Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Marshall & Sterling Wealth Advisors’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	$4.27M	Buy	59,460 +3,920	+7%	+$291K	2.79%	9
2025 Q4	$4.03M	Sell	55,540 -352	-0.6%	-$25.6K	2.66%	13
2025 Q3	$4.08M	Buy	55,892 +1,144	+2%	+$82.2K	2.62%	12
2025 Q2	$3.81M	Buy	54,748 +1,136	+2%	+$74.6K	2.58%	12
2025 Q1	$3.47M	Sell	53,612 -1,436	-3%	-$96.4K	2.36%	12
2024 Q4	$3.63M	Buy	+55,048	New	+$3.74M	2.51%	13

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

Marshall & Sterling Wealth Advisors's VO Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 7.1% in Q1 2026, buying an estimated $291K and bringing the position to 59,460 shares worth $4.27M. The position accounts for 2.79% of the portfolio, ranked #9.

Marshall & Sterling Wealth Advisors first reported a position in VO in Q4 2024 and has held it in 6 quarters since. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Marshall & Sterling Wealth Advisors held 59,460 shares of Vanguard Mid-Cap ETF worth $4.27M as of Q1 2026.
Marshall & Sterling Wealth Advisors bought 3,920 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $291K.
Vanguard Mid-Cap ETF made up 2.79% of Marshall & Sterling Wealth Advisors's portfolio in Q1 2026, its #9 holding.
Marshall & Sterling Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.