MTM Investment Management’s Vanguard Mid-Cap ETF VO Stock Holding History

MTM Investment Management’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	$429K	Buy	5,972 +764	+15%	+$56.8K	0.14%	141
2025 Q4	$378K	Buy	5,208 +252	+5%	+$18.3K	0.12%	148
2025 Q3	$364K	Buy	4,956 +184	+4%	+$13.2K	0.12%	154
2025 Q2	$334K	Buy	4,772 +876	+22%	+$57.5K	0.11%	158
2025 Q1	$253K	Buy	3,896 +596	+18%	+$40K	0.1%	171
2024 Q4	$218K	Hold	3,300	–	–	0.08%	187
2024 Q3	$218K	Buy	3,300 +960	+41%	+$60.3K	0.08%	187
2024 Q2	$142K	Buy	2,340 +1,488	+175%	+$90.4K	0.06%	195
2024 Q1	$53.2K	Buy	852 +192	+29%	+$11.3K	0.02%	218
2023 Q4	$38.4K	Hold	660	–	–	0.02%	214
2023 Q3	$34.4K	Hold	660	–	–	0.02%	211
2023 Q2	$36.3K	Hold	660	–	–	0.02%	219
2023 Q1	$34.8K	Hold	660	–	–	0.02%	220
2022 Q4	$33.6K	Sell	660 -124	-16%	-$6.32K	0.02%	220
2022 Q3	$37K	Hold	784	–	–	0.02%	216
2022 Q2	$39K	Hold	784	–	–	0.02%	218
2022 Q1	$47K	Hold	784	–	–	0.02%	230
2021 Q4	$50K	Hold	784	–	–	0.02%	230
2021 Q3	$46K	Hold	784	–	–	0.03%	209
2021 Q2	$47K	Hold	784	–	–	0.02%	207
2021 Q1	$43K	Buy	+784	New	+$42.5K	0.02%	200

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

MTM Investment Management's VO Position: Q1 2026 in Review

MTM Investment Management increased its Vanguard Mid-Cap ETF (VO) stake by 15% in Q1 2026, buying an estimated $56.8K and bringing the position to 5,972 shares worth $429K. The position accounts for 0.14% of the portfolio, ranked #141.

MTM Investment Management first reported a position in VO in Q1 2021 and has held it in 21 quarters since. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

MTM Investment Management held 5,972 shares of Vanguard Mid-Cap ETF worth $429K as of Q1 2026.
MTM Investment Management bought 764 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $56.8K.
Vanguard Mid-Cap ETF made up 0.14% of MTM Investment Management's portfolio in Q1 2026, its #141 holding.
MTM Investment Management first reported a position in Vanguard Mid-Cap ETF in Q1 2021 and has held it in 21 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on MTM Investment Management's 13F filing for Q1 2026, filed 6 May 2026.