NBC Securities’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

NBC Securities’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 Q2	$2.29M	Buy	28,416 +2,116	+8%	+$164K	0.16%	150
2026 Q1	$1.89M	Buy	26,300 +276	+1%	+$20.5K	0.14%	161
2025 Q4	$1.89M	Buy	26,024 +664	+3%	+$48.3K	0.14%	161
2025 Q3	$1.86M	Sell	25,360 -8	-0%	-$575	0.14%	167
2025 Q2	$1.77M	Hold	25,368	–	–	0.14%	173
2025 Q1	$1.64M	Buy	25,368 +25,344	+105,600%	+$1.7M	0.14%	162
2024 Q4	$1.75K	Sell	24 -25,948	-100%	-$1.76M	0.16%	137
2024 Q3	$1.71M	Buy	25,972 +124	+0.5%	+$7.79K	0.14%	148
2024 Q2	$1.56M	Hold	25,848	–	–	0.14%	146
2024 Q1	$1.61M	Buy	25,848 +392	+2%	+$23.2K	0.15%	138
2023 Q4	$1.48M	Buy	25,456 +28	+0.1%	+$1.5K	0.15%	137
2023 Q3	$1.32M	Buy	+25,428	New	+$1.39M	0.15%	138

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

NBC Securities's VO Position: Q2 2026 in Review

NBC Securities increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8% in Q2 2026, buying an estimated $164K and bringing the position to 28,416 shares worth $2.29M. The position accounts for 0.16% of the portfolio, ranked #150.

NBC Securities first reported a position in VO in Q3 2023 and has held it in 12 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

NBC Securities held 28,416 shares of Vanguard Morningstar Mid-Cap ETF worth $2.29M as of Q2 2026.
NBC Securities bought 2,116 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $164K.
Vanguard Morningstar Mid-Cap ETF made up 0.16% of NBC Securities's portfolio in Q2 2026, its #150 holding.
NBC Securities first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.