NMG
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New Millennium Group’s Vanguard Mid-Cap ETF VO Stock Holding History

New Millennium 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 		$140K Sell
1,928
-80
-4% -$5.82K 0.06% 88
2025
Q3 		$147K Sell
2,008
-60
-3% -$4.31K 0.07% 65
2025
Q2 		$145K Sell
2,068
-252
-11% -$16.5K 0.08% 59
2025
Q1 		$150K Sell
2,320
-24
-1% -$1.61K 0.1% 52
2024
Q4 		$155K Sell
2,344
-4
-0.2% -$272 0.09% 60
2024
Q3 		$155K Sell
2,348
-96
-4% -$6.03K 0.1% 60
2024
Q2 		$148K Buy
+2,444
New +$149K 0.1% 66
2024
Q1 		– Sell
-2,704
Closed -$157K – 398
2023
Q4 		$157K Sell
2,704
-59,160
-96% -$3.16M 0.14% 68
2023
Q3 		$3.22M Sell
61,864
-296
-0.5% -$16.2K 2.94% 10
2023
Q2 		$3.42M Sell
62,160
-5,224
-8% -$274K 3.14% 9
2023
Q1 		$3.55M Sell
67,384
-460
-0.7% -$24.5K 3.57% 8
2022
Q4 		$3.46M Sell
67,844
-2,872
-4% -$146K 3.69% 8
2022
Q3 		$3.32M Sell
70,716
-4,148
-6% -$217K 3.66% 9
2022
Q2 		$3.69M Sell
74,864
-25,908
-26% -$1.4M 3.77% 9
2022
Q1 		$5.99M Buy
100,772
+2,060
+2% +$121K 4.3% 7
2021
Q4 		$6.29M Buy
+98,712
New +$6.19M 4.78% 7

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

New Millennium Group's VO Position: Q4 2025 in Review

New Millennium Group reduced its Vanguard Mid-Cap ETF (VO) stake by 4% in Q4 2025, selling an estimated $5.82K and leaving 1,928 shares worth $140K. The position accounts for 0.06% of the portfolio, ranked #88.

New Millennium Group first reported a position in VO in Q4 2021 and has held it in 16 quarters since. The position peaked at $6.29M in Q4 2021. 2,368 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • New Millennium Group held 1,928 shares of Vanguard Mid-Cap ETF worth $140K as of Q4 2025.
  • New Millennium Group sold 80 Vanguard Mid-Cap ETF shares in Q4 2025, an estimated $5.82K.
  • Vanguard Mid-Cap ETF made up 0.06% of New Millennium Group's portfolio in Q4 2025, its #88 holding.
  • New Millennium Group first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 16 quarters since.
  • New Millennium Group's Vanguard Mid-Cap ETF position peaked at $6.29M in Q4 2021.
  • 2,368 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.