Midland Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Midland 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	$924K	Sell	12,872 -256	-2%	-$19K	0.05%	73
2025 Q4	$953K	Sell	13,128 -1,048	-7%	-$76.2K	0.05%	72
2025 Q3	$1.04M	Sell	14,176 -624	-4%	-$44.8K	0.06%	74
2025 Q2	$1.04M	Sell	14,800 -9,972	-40%	-$655K	0.06%	73
2025 Q1	$1.6M	Sell	24,772 -192	-0.8%	-$12.9K	0.09%	55
2024 Q4	$1.65M	Buy	24,964 +40	+0.2%	+$2.72K	0.1%	57
2024 Q3	$1.64M	Hold	24,924	–	–	0.1%	59
2024 Q2	$1.51M	Buy	24,924 +228	+0.9%	+$13.9K	0.09%	57
2024 Q1	$1.54M	Sell	24,696 -60	-0.2%	-$3.55K	0.1%	59
2023 Q4	$1.44M	Buy	+24,756	New	+$1.32M	0.1%	59

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

Midland Wealth Advisors's VO Position: Q1 2026 in Review

Midland Wealth Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 2% in Q1 2026, selling an estimated $19K and leaving 12,872 shares worth $924K. The position accounts for 0.05% of the portfolio, ranked #73.

Midland Wealth Advisors first reported a position in VO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.65M in Q4 2024. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Midland Wealth Advisors held 12,872 shares of Vanguard Mid-Cap ETF worth $924K as of Q1 2026.
Midland Wealth Advisors sold 256 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $19K.
Vanguard Mid-Cap ETF made up 0.05% of Midland Wealth Advisors's portfolio in Q1 2026, its #73 holding.
Midland Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Midland Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $1.65M in Q4 2024.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

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