Mittelman Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Mittelman Wealth Management’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	$4.7M	Buy	65,424 +4,136	+7%	+$307K	2.93%	10
2025 Q4	$4.45M	Buy	61,288 +7,800	+15%	+$567K	2.89%	10
2025 Q3	$3.93M	Buy	53,488 +12,512	+31%	+$899K	2.57%	11
2025 Q2	$2.87M	Buy	40,976 +7,648	+23%	+$502K	2.42%	11
2025 Q1	$2.15M	Buy	33,328 +2,520	+8%	+$169K	1.94%	11
2024 Q4	$2.03M	Sell	30,808 -27,484	-47%	-$1.87M	1.89%	10
2024 Q3	$3.84M	Buy	58,292 +22,788	+64%	+$1.43M	2.18%	10
2024 Q2	$2.15M	Sell	35,504 -284	-0.8%	-$17.3K	1.39%	16
2024 Q1	$2.24M	Buy	+35,788	New	+$2.11M	1.51%	14

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

Mittelman Wealth Management's VO Position: Q1 2026 in Review

Mittelman Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 6.7% in Q1 2026, buying an estimated $307K and bringing the position to 65,424 shares worth $4.7M. The position accounts for 2.93% of the portfolio, ranked #10.

Mittelman Wealth Management first reported a position in VO in Q1 2024 and has held it in 9 quarters since. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Mittelman Wealth Management held 65,424 shares of Vanguard Mid-Cap ETF worth $4.7M as of Q1 2026.
Mittelman Wealth Management bought 4,136 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $307K.
Vanguard Mid-Cap ETF made up 2.93% of Mittelman Wealth Management's portfolio in Q1 2026, its #10 holding.
Mittelman Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

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