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Michael A Dubis Financial Planning’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Michael A Dubis Financial Planning’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
2025
Q1 		$1.05M Hold
16,196
– – 1.02% 18
2024
Q4 		$1.07M Buy
+16,196
New +$1.1M 1.03% 18

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Michael A Dubis Financial Planning's VO Position: Q1 2025 in Review

Michael A Dubis Financial Planning held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q1 2025 at 16,196 shares worth $1.05M. The position accounts for 1.02% of the portfolio, ranked #18.

Michael A Dubis Financial Planning first reported a position in VO in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.07M in Q4 2024. 2,127 funds tracked by Wall St. Rank hold VO as of Q1 2025.

  • Michael A Dubis Financial Planning held 16,196 shares of Vanguard Morningstar Mid-Cap ETF worth $1.05M as of Q1 2025.
  • Michael A Dubis Financial Planning left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q1 2025.
  • Vanguard Morningstar Mid-Cap ETF made up 1.02% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #18 holding.
  • Michael A Dubis Financial Planning first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 2 quarters since.
  • Michael A Dubis Financial Planning's Vanguard Morningstar Mid-Cap ETF position peaked at $1.07M in Q4 2024.
  • 2,127 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.