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MilWealth Group’s Vanguard Mid-Cap ETF VO Stock Holding History

MilWealth Group’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 		$1.01M Sell
14,100
-108
-0.8% -$8.02K 0.24% 17
2025
Q4 		$1.03M Sell
14,208
-68
-0.5% -$4.95K 0.25% 17
2025
Q3 		$1.05M Sell
14,276
-276
-2% -$19.8K 0.26% 17
2025
Q2 		$1.02M Sell
14,552
-240
-2% -$15.8K 0.26% 17
2025
Q1 		$956K Sell
14,792
-116
-0.8% -$7.79K 0.26% 17
2024
Q4 		$984K Sell
14,908
-20
-0.1% -$1.36K 0.27% 17
2024
Q3 		$985K Sell
14,928
-180
-1% -$11.3K 0.29% 17
2024
Q2 		$915K Hold
15,108
– – 0.29% 17
2024
Q1 		$944K Sell
15,108
-304
-2% -$18K 0.3% 17
2023
Q4 		$896K Sell
15,412
-156
-1% -$8.34K 0.3% 17
2023
Q3 		$810K Hold
15,568
– – 0.32% 15
2023
Q2 		$857K Sell
15,568
-248
-2% -$13K 0.33% 15
2023
Q1 		$834K Sell
15,816
-108
-0.7% -$5.75K 0.33% 15
2022
Q4 		$811K Sell
15,924
-3,072
-16% -$156K 0.33% 15
2022
Q3 		$893K Sell
18,996
-484
-2% -$25.3K 0.39% 14
2022
Q2 		$959K Sell
19,480
-200
-1% -$10.8K 0.41% 17
2022
Q1 		$1.17M Sell
19,680
-8
-0% -$469 0.45% 15
2021
Q4 		$1.25M Sell
19,688
-1,016
-5% -$63.7K 0.46% 15
2021
Q3 		$1.23M Buy
20,704
+1,128
+6% +$68.2K 0.47% 14
2021
Q2 		$1.16M Sell
19,576
-1,900
-9% -$110K 0.51% 13
2021
Q1 		$1.19M Sell
21,476
-3,568
-14% -$194K 0.57% 12
2020
Q4 		$1.29M Sell
25,044
-2,224
-8% -$108K 0.64% 12
2020
Q3 		$1.2M Sell
27,268
-1,940
-7% -$84.5K 0.66% 12
2020
Q2 		$1.2M Sell
29,208
-1,184
-4% -$45.4K 0.71% 12
2020
Q1 		$1M Sell
30,392
-2,692
-8% -$111K 0.78% 13
2019
Q4 		$1.47M Sell
33,084
-260
-0.8% -$11.2K 1.15% 8
2019
Q3 		$1.4M Sell
33,344
-280
-0.8% -$11.7K 1.17% 8
2019
Q2 		$1.41M Hold
33,624
– – 1.19% 8
2019
Q1 		$1.35M Sell
33,624
-1,124
-3% -$43.2K 1.21% 9
2018
Q4 		$1.2M Buy
+34,748
New +$1.3M 1.16% 10

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

MilWealth Group's VO Position: Q1 2026 in Review

MilWealth Group reduced its Vanguard Mid-Cap ETF (VO) stake by 0.76% in Q1 2026, selling an estimated $8.02K and leaving 14,100 shares worth $1.01M. The position accounts for 0.24% of the portfolio, ranked #17.

MilWealth Group first reported a position in VO in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.47M in Q4 2019. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • MilWealth Group held 14,100 shares of Vanguard Mid-Cap ETF worth $1.01M as of Q1 2026.
  • MilWealth Group sold 108 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $8.02K.
  • Vanguard Mid-Cap ETF made up 0.24% of MilWealth Group's portfolio in Q1 2026, its #17 holding.
  • MilWealth Group first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • MilWealth Group's Vanguard Mid-Cap ETF position peaked at $1.47M in Q4 2019.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on MilWealth Group's 13F filing for Q1 2026, filed 1 May 2026.