Monograph Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Monograph Wealth 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	$2.45M	Buy	34,056 +528	+2%	+$39.2K	0.23%	37
2025 Q4	$2.43M	Hold	33,528	–	–	0.24%	36
2025 Q3	$2.47M	Buy	33,528 +1,220	+4%	+$87.6K	0.25%	36
2025 Q2	$2.27M	Buy	32,308 +2,940	+10%	+$193K	0.28%	34
2025 Q1	$1.9M	Hold	29,368	–	–	0.26%	36
2024 Q4	$1.94M	Buy	29,368 +1,416	+5%	+$96.1K	0.26%	35
2024 Q3	$1.84M	Buy	27,952 +56	+0.2%	+$3.52K	0.24%	37
2024 Q2	$1.69M	Buy	27,896 +10,188	+58%	+$619K	0.25%	36
2024 Q1	$1.11M	Buy	+17,708	New	+$1.05M	0.16%	51

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

Monograph Wealth Advisors's VO Position: Q1 2026 in Review

Monograph Wealth Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 1.6% in Q1 2026, buying an estimated $39.2K and bringing the position to 34,056 shares worth $2.45M. The position accounts for 0.23% of the portfolio, ranked #37.

Monograph Wealth Advisors first reported a position in VO in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.47M in Q3 2025. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Monograph Wealth Advisors held 34,056 shares of Vanguard Mid-Cap ETF worth $2.45M as of Q1 2026.
Monograph Wealth Advisors bought 528 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $39.2K.
Vanguard Mid-Cap ETF made up 0.23% of Monograph Wealth Advisors's portfolio in Q1 2026, its #37 holding.
Monograph Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Monograph Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $2.47M in Q3 2025.
2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.