Muirfield Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Muirfield Wealth Advisors’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	$1.04M	Buy	14,524 +1,432	+11%	+$106K	0.77%	28
2025 Q4	$950K	Buy	13,092 +240	+2%	+$17.5K	0.7%	32
2025 Q3	$944K	Buy	12,852 +48	+0.4%	+$3.45K	0.7%	31
2025 Q2	$896K	Buy	12,804 +8	+0.1%	+$525	0.71%	30
2025 Q1	$827K	Buy	12,796 +56	+0.4%	+$3.76K	0.7%	31
2024 Q4	$841K	Buy	12,740 +988	+8%	+$67.1K	0.69%	35
2024 Q3	$775K	Buy	11,752 +276	+2%	+$17.3K	0.66%	38
2024 Q2	$695K	Sell	11,476 -48	-0.4%	-$2.92K	0.65%	38
2024 Q1	$720K	Sell	11,524 -324	-3%	-$19.1K	0.69%	36
2023 Q4	$689K	Buy	+11,848	New	+$633K	0.73%	34

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

Muirfield Wealth Advisors's VO Position: Q1 2026 in Review

Muirfield Wealth Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 11% in Q1 2026, buying an estimated $106K and bringing the position to 14,524 shares worth $1.04M. The position accounts for 0.77% of the portfolio, ranked #28.

Muirfield Wealth Advisors first reported a position in VO in Q4 2023 and has held it in 10 quarters since. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Muirfield Wealth Advisors held 14,524 shares of Vanguard Mid-Cap ETF worth $1.04M as of Q1 2026.
Muirfield Wealth Advisors bought 1,432 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $106K.
Vanguard Mid-Cap ETF made up 0.77% of Muirfield Wealth Advisors's portfolio in Q1 2026, its #28 holding.
Muirfield Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.