Millington Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Millington Financial 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	$673K	Buy	35,164 +26,240	+294%	+$1.95M	0.28%	70
2025 Q4	$672K	Buy	8,924 +144	+2%	+$10.5K	0.3%	67
2025 Q3	$636K	Sell	8,780 -52	-0.6%	-$3.73K	0.31%	64
2025 Q2	$636K	Sell	8,832 -3,172	-26%	-$208K	0.32%	61
2025 Q1	$731K	Buy	+12,004	New	+$806K	0.45%	52

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

Millington Financial Advisors's VO Position: Q1 2026 in Review

Millington Financial Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 294% in Q1 2026, buying an estimated $1.95M and bringing the position to 35,164 shares worth $673K. The position accounts for 0.28% of the portfolio, ranked #70.

Millington Financial Advisors first reported a position in VO in Q1 2025 and has held it in 5 quarters since. The position peaked at $731K in Q1 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Millington Financial Advisors held 35,164 shares of Vanguard Mid-Cap ETF worth $673K as of Q1 2026.
Millington Financial Advisors bought 26,240 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $1.95M.
Vanguard Mid-Cap ETF made up 0.28% of Millington Financial Advisors's portfolio in Q1 2026, its #70 holding.
Millington Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
Millington Financial Advisors's Vanguard Mid-Cap ETF position peaked at $731K in Q1 2025.
2,389 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Millington Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.