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MGO Private Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History

MGO Private Wealth’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 		$337K Sell
4,688
-34,584
-88% -$2.57M 1.81% 18
2025
Q4 		$2.85M Sell
39,272
-1,772
-4% -$129K 1.76% 14
2025
Q3 		$3.01M Sell
41,044
-252
-0.6% -$18.1K 1.81% 13
2025
Q2 		$2.89M Sell
41,296
-1,044
-2% -$68.5K 1.85% 13
2025
Q1 		$2.74M Buy
42,340
+1,384
+3% +$92.9K 1.93% 15
2024
Q4 		$2.7M Sell
40,956
-1,512
-4% -$103K 1.92% 12
2024
Q3 		$2.8M Sell
42,468
-3,868
-8% -$243K 1.99% 12
2024
Q2 		$2.8M Sell
46,336
-7,844
-14% -$477K 1.76% 16
2024
Q1 		$3.38M Sell
54,180
-680
-1% -$40.2K 2.12% 15
2023
Q4 		$3.19M Buy
54,860
+11,160
+26% +$596K 2.19% 13
2023
Q3 		$2.28M Sell
43,700
-3,036
-6% -$166K 1.7% 16
2023
Q2 		$2.57M Buy
46,736
+1,748
+4% +$91.6K 1.94% 15
2023
Q1 		$2.37M Buy
44,988
+2,092
+5% +$111K 1.86% 17
2022
Q4 		$2.19M Buy
42,896
+8,992
+27% +$458K 1% 31
2022
Q3 		$1.59M Buy
+33,904
New +$1.77M 0.76% 29

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

MGO Private Wealth's VO Position: Q1 2026 in Review

MGO Private Wealth reduced its Vanguard Mid-Cap ETF (VO) stake by 88% in Q1 2026, selling an estimated $2.57M and leaving 4,688 shares worth $337K. The position accounts for 1.81% of the portfolio, ranked #18.

MGO Private Wealth first reported a position in VO in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.38M in Q1 2024. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • MGO Private Wealth held 4,688 shares of Vanguard Mid-Cap ETF worth $337K as of Q1 2026.
  • MGO Private Wealth sold 34,584 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $2.57M.
  • Vanguard Mid-Cap ETF made up 1.81% of MGO Private Wealth's portfolio in Q1 2026, its #18 holding.
  • MGO Private Wealth first reported a position in Vanguard Mid-Cap ETF in Q3 2022 and has held it in 15 quarters since.
  • MGO Private Wealth's Vanguard Mid-Cap ETF position peaked at $3.38M in Q1 2024.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on MGO Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.