New Century Financial Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

New Century Financial Group’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
2025 Q4	–	Sell	-19,576	Closed	-$1.44M	–	60
2025 Q3	$1.44M	Buy	19,576 +48	+0.2%	+$3.45K	2.56%	7
2025 Q2	$1.37M	Sell	19,528 -13,224	-40%	-$868K	1.6%	18
2025 Q1	$2.12M	Buy	32,752 +1,988	+6%	+$133K	2.45%	7
2024 Q4	$2.05M	Sell	30,764 -3,672	-11%	-$249K	0.87%	19
2024 Q3	$2.27M	Buy	34,436 +11,944	+53%	+$750K	0.83%	21
2024 Q2	$1.36M	Buy	22,492 +10,052	+81%	+$611K	0.58%	31
2024 Q1	$777K	Buy	12,440 +3,840	+45%	+$227K	0.54%	62
2023 Q4	$500K	Buy	+8,600	New	+$459K	0.43%	83

Other funds holding VO

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

New Century Financial Group's VO Position: Q4 2025 in Review

New Century Financial Group sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2025, closing a stake of 19,576 shares — an estimated $1.44M sold.

New Century Financial Group first reported a position in VO in Q4 2023 and held it in 8 quarters. The position peaked at $2.27M in Q3 2024. 2,372 funds tracked by Wall St. Rank hold VO as of Q4 2025.

New Century Financial Group reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
New Century Financial Group sold 19,576 Vanguard Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $1.44M.
New Century Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and held it in 8 quarters.
New Century Financial Group's Vanguard Morningstar Mid-Cap ETF position peaked at $2.27M in Q3 2024.
2,372 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.

Based on New Century Financial Group's 13F filing for Q4 2025.