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Mascoma Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Mascoma 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
Q2 		$1.15M Buy
14,334
+2,078
+17% +$161K 0.21% 42
2026
Q1 		$880K Sell
12,256
-788
-6% -$58.5K 0.18% 43
2025
Q4 		$947K Sell
13,044
-192
-1% -$14K 0.2% 42
2025
Q3 		$972K Buy
13,236
+104
+0.8% +$7.47K 0.21% 41
2025
Q2 		$919K Sell
13,132
-32
-0.2% -$2.1K 0.21% 38
2025
Q1 		$851K Sell
13,164
-476
-3% -$31.9K 0.21% 39
2024
Q4 		$901K Sell
13,640
-244
-2% -$16.6K 0.23% 35
2024
Q3 		$916K Buy
13,884
+2,616
+23% +$164K 0.23% 35
2024
Q2 		$682K Buy
11,268
+724
+7% +$44K 0.18% 44
2024
Q1 		$659K Buy
10,544
+760
+8% +$44.9K 0.19% 42
2023
Q4 		$569K Buy
9,784
+1,000
+11% +$53.4K 0.17% 50
2023
Q3 		$457K Buy
8,784
+540
+7% +$29.6K 0.14% 60
2023
Q2 		$458K Buy
8,244
+2,732
+50% +$143K 0.14% 61
2023
Q1 		$288K Buy
5,512
+48
+0.9% +$2.55K 0.08% 93
2022
Q4 		$278K Buy
5,464
+8
+0.1% +$407 0.09% 97
2022
Q3 		$256K Buy
5,456
+4
+0.1% +$209 0.09% 99
2022
Q2 		$268K Buy
5,452
+4
+0.1% +$216 0.09% 98
2022
Q1 		$324K Buy
5,448
+956
+21% +$56.1K 0.1% 91
2021
Q4 		$286K Buy
4,492
+708
+19% +$44.4K 0.1% 90
2021
Q3 		$224K Hold
3,784
– – 0.09% 99
2021
Q2 		$225K Buy
3,784
+412
+12% +$23.9K 0.1% 98
2021
Q1 		$187K Buy
+3,372
New +$183K 0.08% 105
2017
Q1 		– Sell
-27,280
Closed -$898K – 381
2016
Q4 		$898K Buy
+27,280
New +$883K 0.66% 25

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Mascoma Wealth Management's VO Position: Q2 2026 in Review

Mascoma Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 17% in Q2 2026, buying an estimated $161K and bringing the position to 14,334 shares worth $1.15M. The position accounts for 0.21% of the portfolio, ranked #42.

Mascoma Wealth Management first reported a position in VO in Q4 2016 and has held it in 23 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Mascoma Wealth Management held 14,334 shares of Vanguard Morningstar Mid-Cap ETF worth $1.15M as of Q2 2026.
  • Mascoma Wealth Management bought 2,078 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $161K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.21% of Mascoma Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Mascoma Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2016 and has held it in 23 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.