MY Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

MY Wealth 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	$3.96M	Buy	61,264 +4,020	+7%	+$299K	3.83%	11
2025 Q4	$4.15M	Sell	57,244 -1,900	-3%	-$138K	3.62%	12
2025 Q3	$4.34M	Buy	59,144 +268	+0.5%	+$19.2K	3.81%	11
2025 Q2	$4.12M	Sell	58,876 -2,388	-4%	-$157K	3.95%	11
2025 Q1	$3.96M	Sell	61,264 -840	-1%	-$56.4K	3.83%	11
2024 Q4	$4.1M	Sell	62,104 -308	-0.5%	-$20.9K	4.1%	12
2024 Q3	$4.12M	Buy	62,412 +1,192	+2%	+$74.8K	4.18%	10
2024 Q2	$3.71M	Buy	61,220 +688	+1%	+$41.8K	4.22%	10
2024 Q1	$3.78M	Sell	60,532 -28,152	-32%	-$1.66M	4.17%	12
2023 Q4	$5.16M	Buy	88,684 +3,308	+4%	+$177K	4.85%	7
2023 Q3	$4.44M	Sell	85,376 -2,808	-3%	-$154K	4.42%	11
2023 Q2	$4.85M	Buy	88,184 +4,588	+5%	+$241K	4.43%	10
2023 Q1	$4.41M	Sell	83,596 -1,700	-2%	-$90.4K	4.41%	9
2022 Q4	$4.35M	Sell	85,296 -2,320	-3%	-$118K	6.62%	5
2022 Q3	$4.12M	Sell	87,616 -18,132	-17%	-$948K	4.42%	8
2022 Q2	$5.21M	Buy	105,748 +296	+0.3%	+$16K	5.62%	7
2022 Q1	$6.27M	Buy	105,452 +52,416	+99%	+$3.08M	5.81%	4
2021 Q4	$3.38M	Buy	+53,036	New	+$3.32M	2.97%	14

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

MY Wealth Management's VO Position: Q1 2026 in Review

MY Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 7% in Q1 2026, buying an estimated $299K and bringing the position to 61,264 shares worth $3.96M. The position accounts for 3.83% of the portfolio, ranked #11.

MY Wealth Management first reported a position in VO in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.27M in Q1 2022. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

MY Wealth Management held 61,264 shares of Vanguard Mid-Cap ETF worth $3.96M as of Q1 2026.
MY Wealth Management bought 4,020 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $299K.
Vanguard Mid-Cap ETF made up 3.83% of MY Wealth Management's portfolio in Q1 2026, its #11 holding.
MY Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
MY Wealth Management's Vanguard Mid-Cap ETF position peaked at $6.27M in Q1 2022.
2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on MY Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.