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

Mokosak Advisory 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 		$4.71M Buy
65,540
+1,728
+3% +$128K 1.18% 12
2025
Q4 		$4.63M Buy
63,812
+2,304
+4% +$168K 1.16% 12
2025
Q3 		$4.52M Sell
61,508
-172
-0.3% -$12.4K 1.18% 11
2025
Q2 		$4.31M Sell
61,680
-492
-0.8% -$32.3K 1.22% 11
2025
Q1 		$4.02M Buy
62,172
+508
+0.8% +$34.1K 1.24% 11
2024
Q4 		$4.07M Sell
61,664
-1,216
-2% -$82.6K 1.22% 12
2024
Q3 		$4.15M Sell
62,880
-1,828
-3% -$115K 1.24% 11
2024
Q2 		$3.92M Buy
64,708
+76
+0.1% +$4.62K 1.29% 12
2024
Q1 		$4.04M Buy
64,632
+1,824
+3% +$108K 1.33% 12
2023
Q4 		$3.65M Buy
62,808
+116
+0.2% +$6.2K 1.31% 13
2023
Q3 		$3.26M Sell
62,692
-32
-0.1% -$1.75K 1.33% 13
2023
Q2 		$3.45M Buy
62,724
+480
+0.8% +$25.2K 1.36% 12
2023
Q1 		$3.28M Buy
62,244
+1,948
+3% +$104K 1.4% 11
2022
Q4 		$3.08M Sell
60,296
-592
-1% -$30.2K 1.38% 11
2022
Q3 		$2.87M Buy
60,888
+10,364
+21% +$542K 1.41% 13
2022
Q2 		$2.49M Buy
50,524
+2,332
+5% +$126K 1.19% 12
2022
Q1 		$2.87M Sell
48,192
-132
-0.3% -$7.74K 1.16% 12
2021
Q4 		$3.08M Sell
48,324
-512
-1% -$32.1K 1.18% 11
2021
Q3 		$2.89M Sell
48,836
-212
-0.4% -$12.8K 1.2% 12
2021
Q2 		$2.91M Buy
49,048
+12
+0% +$695 1.22% 12
2021
Q1 		$2.71M Sell
49,036
-1,452
-3% -$78.8K 1.22% 12
2020
Q4 		$2.61M Buy
50,488
+1,108
+2% +$53.6K 1.25% 12
2020
Q3 		$2.18M Sell
49,380
-556
-1% -$24.2K 1.24% 12
2020
Q2 		$2.04M Sell
49,936
-1,336
-3% -$51.2K 1.25% 13
2020
Q1 		$1.69M Buy
+51,272
New +$2.12M 1.26% 12

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

Mokosak Advisory Group's VO Position: Q1 2026 in Review

Mokosak Advisory Group increased its Vanguard Mid-Cap ETF (VO) stake by 2.7% in Q1 2026, buying an estimated $128K and bringing the position to 65,540 shares worth $4.71M. The position accounts for 1.18% of the portfolio, ranked #12.

Mokosak Advisory Group first reported a position in VO in Q1 2020 and has held it in 25 quarters since. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Mokosak Advisory Group held 65,540 shares of Vanguard Mid-Cap ETF worth $4.71M as of Q1 2026.
  • Mokosak Advisory Group bought 1,728 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $128K.
  • Vanguard Mid-Cap ETF made up 1.18% of Mokosak Advisory Group's portfolio in Q1 2026, its #12 holding.
  • Mokosak Advisory Group first reported a position in Vanguard Mid-Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Mokosak Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.