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

Modern 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	$1.7M	Sell	23,528 -440	-2%	-$32.7K	0.03%	328
2025 Q4	$1.74M	Sell	23,968 -23,132	-49%	-$1.68M	0.03%	320
2025 Q3	$3.46M	Sell	47,100 -2,368	-5%	-$170K	0.07%	221
2025 Q2	$3.46M	Sell	49,468 -26,084	-35%	-$1.71M	0.09%	200
2025 Q1	$4.69M	Buy	75,552 +11,344	+18%	+$761K	0.15%	133
2024 Q4	$4.24M	Sell	64,208 -2,052	-3%	-$139K	0.16%	124
2024 Q3	$4.37M	Buy	66,260 +38,460	+138%	+$2.41M	0.27%	65
2024 Q2	$1.69M	Buy	27,800 +12,436	+81%	+$756K	0.12%	101
2024 Q1	$960K	Buy	15,364 +6,872	+81%	+$406K	0.09%	119
2023 Q4	$494K	Buy	+8,492	New	+$454K	0.06%	91

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

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

Modern Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 1.8% in Q1 2026, selling an estimated $32.7K and leaving 23,528 shares worth $1.7M. The position accounts for 0.03% of the portfolio, ranked #328.

Modern Wealth Management first reported a position in VO in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.69M in Q1 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Modern Wealth Management held 23,528 shares of Vanguard Mid-Cap ETF worth $1.7M as of Q1 2026.
Modern Wealth Management sold 440 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $32.7K.
Vanguard Mid-Cap ETF made up 0.03% of Modern Wealth Management's portfolio in Q1 2026, its #328 holding.
Modern Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Modern Wealth Management's Vanguard Mid-Cap ETF position peaked at $4.69M in Q1 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.