Montis Financial’s Vanguard Mid-Cap ETF VO Stock Holding History

Montis Financial’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	$1.94M	Buy	27,032 +4	+0%	+$297	0.4%	43
2025 Q4	$1.96M	Sell	27,028 -1,600	-6%	-$116K	0.39%	43
2025 Q3	$2.1M	Sell	28,628 -8,380	-23%	-$602K	0.48%	40
2025 Q2	$2.59M	Sell	37,008 -8	-0%	-$525	0.72%	26
2025 Q1	$2.39M	Buy	37,016 +11,340	+44%	+$761K	0.7%	26
2024 Q4	$1.7M	Hold	25,676	–	–	0.52%	37
2024 Q3	$1.69M	Buy	25,676 +1,108	+5%	+$69.6K	0.6%	26
2024 Q2	$1.49M	Sell	24,568 -188	-0.8%	-$11.4K	0.68%	23
2024 Q1	$1.55M	Buy	24,756 +4	+0%	+$236	0.73%	16
2023 Q4	$1.44M	Hold	24,752	–	–	0.86%	16
2023 Q3	$1.29M	Hold	24,752	–	–	0.86%	15
2023 Q2	$1.36M	Sell	24,752 -36	-0.1%	-$1.89K	0.9%	14
2023 Q1	$1.31M	Buy	24,788 +8	+0%	+$426	1.01%	14
2022 Q4	$1.26M	Sell	24,780 -308	-1%	-$15.7K	1.07%	14
2022 Q3	$1.18M	Hold	25,088	–	–	1.14%	14
2022 Q2	$1.24M	Hold	25,088	–	–	1.16%	14
2022 Q1	$1.49M	Hold	25,088	–	–	1.17%	15
2021 Q4	$1.6M	Hold	25,088	–	–	1.16%	15
2021 Q3	$1.49M	Hold	25,088	–	–	1.26%	15
2021 Q2	$1.49M	Hold	25,088	–	–	1.23%	15
2021 Q1	$1.41M	Sell	25,088 -48	-0.2%	-$2.6K	1.31%	14
2020 Q4	$1.3M	Buy	+25,136	New	+$1.22M	1.29%	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

Montis Financial's VO Position: Q1 2026 in Review

Montis Financial increased its Vanguard Mid-Cap ETF (VO) stake by 0.01% in Q1 2026, buying an estimated $297 and bringing the position to 27,032 shares worth $1.94M. The position accounts for 0.4% of the portfolio, ranked #43.

Montis Financial first reported a position in VO in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.59M in Q2 2025. 2,387 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Montis Financial held 27,032 shares of Vanguard Mid-Cap ETF worth $1.94M as of Q1 2026.
Montis Financial bought 4 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $297.
Vanguard Mid-Cap ETF made up 0.4% of Montis Financial's portfolio in Q1 2026, its #43 holding.
Montis Financial first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
Montis Financial's Vanguard Mid-Cap ETF position peaked at $2.59M in Q2 2025.
2,387 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.