Morton Brown Family Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History

Morton Brown Family Wealth’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	$15.2K	Hold	212	–	–	﹤0.01%	168
2025 Q4	$15.4K	Hold	212	–	–	﹤0.01%	168
2025 Q3	$15.6K	Sell	212 -40	-16%	-$2.87K	﹤0.01%	153
2025 Q2	$17.6K	Hold	252	–	–	0.01%	155
2025 Q1	$16.3K	Hold	252	–	–	0.01%	160
2024 Q4	$16.6K	Hold	252	–	–	0.01%	146
2024 Q3	$16.6K	Sell	252 -40	-14%	-$2.51K	0.01%	143
2024 Q2	$18.2K	Buy	292 +40	+16%	+$2.43K	0.01%	132
2024 Q1	$15.7K	Buy	252 +40	+19%	+$2.36K	0.01%	130
2023 Q4	$12.3K	Hold	212	–	–	0.01%	170
2023 Q3	$11K	Hold	212	–	–	0.01%	121
2023 Q2	$11.7K	Buy	+212	New	+$11.1K	0.01%	113

Other funds holding VO

Wells Fargo San Francisco, California $501B 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return