Mosaic Family Wealth Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Mosaic Family Wealth Partners’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	$4.83M	Buy	67,248 +9,456	+16%	+$703K	0.49%	28
2025 Q4	$4.19M	Buy	57,792 +30,612	+113%	+$2.23M	0.46%	34
2025 Q3	$1.99M	Sell	27,180 -6,724	-20%	-$483K	0.23%	47
2025 Q2	$2.37M	Sell	33,904 -776	-2%	-$50.9K	0.3%	44
2025 Q1	$2.24M	Buy	34,680 +560	+2%	+$37.6K	0.32%	38
2024 Q4	$2.25M	Buy	34,120 +164	+0.5%	+$11.1K	0.33%	37
2024 Q3	$2.24M	Buy	33,956 +336	+1%	+$21.1K	0.33%	36
2024 Q2	$2.03M	Buy	33,620 +7,324	+28%	+$445K	0.33%	37
2024 Q1	$1.64M	Hold	26,296	–	–	0.27%	41
2023 Q4	$1.53M	Buy	26,296 +1,100	+4%	+$58.8K	0.26%	43
2023 Q3	$1.31M	Hold	25,196	–	–	0.26%	44
2023 Q2	$1.39M	Sell	25,196 -80	-0.3%	-$4.19K	0.27%	46
2023 Q1	$1.33M	Hold	25,276	–	–	0.28%	45
2022 Q4	$1.29M	Buy	+25,276	New	+$1.29M	0.36%	45

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

Mosaic Family Wealth Partners's VO Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its Vanguard Mid-Cap ETF (VO) stake by 16% in Q1 2026, buying an estimated $703K and bringing the position to 67,248 shares worth $4.83M. The position accounts for 0.49% of the portfolio, ranked #28.

Mosaic Family Wealth Partners first reported a position in VO in Q4 2022 and has held it in 14 quarters since. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Mosaic Family Wealth Partners held 67,248 shares of Vanguard Mid-Cap ETF worth $4.83M as of Q1 2026.
Mosaic Family Wealth Partners bought 9,456 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $703K.
Vanguard Mid-Cap ETF made up 0.49% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #28 holding.
Mosaic Family Wealth Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
2,389 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.