National Bank of Canada
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National Bank of Canada’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

National Bank of Canada’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 		$2.72M Buy
37,804
+2,704
+8% +$201K ﹤0.01% 1008
2025
Q4 		$2.55M Sell
35,100
-588
-2% -$42.8K ﹤0.01% 1027
2025
Q3 		$2.62M Buy
35,688
+776
+2% +$55.7K ﹤0.01% 1028
2025
Q2 		$2.44M Sell
34,912
-366,168
-91% -$24M ﹤0.01% 1101
2025
Q1 		$25.9M Buy
401,080
+363,736
+974% +$24.4M 0.03% 450
2024
Q4 		$2.47M Buy
37,344
+11,396
+44% +$774K ﹤0.01% 1131
2024
Q3 		$1.71M Buy
25,948
+2,972
+13% +$187K ﹤0.01% 1019
2024
Q2 		$1.38M Sell
22,976
-177,716
-89% -$10.8M ﹤0.01% 996
2024
Q1 		$12.3M Buy
200,692
+181,040
+921% +$10.7M 0.02% 563
2023
Q4 		$1.14M Buy
19,652
+5,376
+38% +$287K ﹤0.01% 1111
2023
Q3 		$733K Sell
14,276
-436
-3% -$23.9K ﹤0.01% 1276
2023
Q2 		$809K Sell
14,712
-848
-5% -$44.5K ﹤0.01% 1196
2023
Q1 		$820K Buy
15,560
+5,908
+61% +$314K ﹤0.01% 1117
2022
Q4 		$492K Sell
9,652
-1,164
-11% -$59.3K ﹤0.01% 1269
2022
Q3 		$508K Buy
10,816
+148
+1% +$7.74K ﹤0.01% 1162
2022
Q2 		$525K Sell
10,668
-88
-0.8% -$4.75K ﹤0.01% 1199
2022
Q1 		$640K Buy
10,756
+664
+7% +$39K ﹤0.01% 1248
2021
Q4 		$643K Buy
+10,092
New +$633K ﹤0.01% 1173

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

National Bank of Canada's VO Position: Q1 2026 in Review

National Bank of Canada increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 7.7% in Q1 2026, buying an estimated $201K and bringing the position to 37,804 shares worth $2.72M. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

National Bank of Canada first reported a position in VO in Q4 2021 and has held it in 18 quarters since. The position peaked at $25.9M in Q1 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • National Bank of Canada held 37,804 shares of Vanguard Morningstar Mid-Cap ETF worth $2.72M as of Q1 2026.
  • National Bank of Canada bought 2,704 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $201K.
  • Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #1008 holding.
  • National Bank of Canada first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • National Bank of Canada's Vanguard Morningstar Mid-Cap ETF position peaked at $25.9M in Q1 2025.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.