MPWM Advisory Solutions’s Vanguard Mid-Cap ETF VO Stock Holding History

MPWM Advisory Solutions’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	$1.11M	Buy	15,404 +1,132	+8%	+$84.1K	0.59%	31
2025 Q4	$1.04M	Hold	14,272	–	–	0.58%	31
2025 Q3	$1.05M	Buy	14,272 +596	+4%	+$42.8K	0.62%	27
2025 Q2	$957K	Buy	13,676 +852	+7%	+$55.9K	0.61%	28
2025 Q1	$829K	Hold	12,824	–	–	0.6%	25
2024 Q4	$847K	Buy	+12,824	New	+$871K	0.62%	26

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

MPWM Advisory Solutions's VO Position: Q1 2026 in Review

MPWM Advisory Solutions increased its Vanguard Mid-Cap ETF (VO) stake by 7.9% in Q1 2026, buying an estimated $84.1K and bringing the position to 15,404 shares worth $1.11M. The position accounts for 0.59% of the portfolio, ranked #31.

MPWM Advisory Solutions first reported a position in VO in Q4 2024 and has held it in 6 quarters since. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

MPWM Advisory Solutions held 15,404 shares of Vanguard Mid-Cap ETF worth $1.11M as of Q1 2026.
MPWM Advisory Solutions bought 1,132 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $84.1K.
Vanguard Mid-Cap ETF made up 0.59% of MPWM Advisory Solutions's portfolio in Q1 2026, its #31 holding.
MPWM Advisory Solutions first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.