NOI
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Newton One Investments’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Newton One Investments’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 		$53.8K Hold
668
– – 0.01% 71
2026
Q1 		$48K Hold
668
– – 0.01% 71
2025
Q4 		$48.5K Hold
668
– – 0.01% 71
2025
Q3 		$49.1K Hold
668
– – 0.01% 70
2025
Q2 		$46.7K Buy
+668
New +$43.8K 0.01% 71

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Newton One Investments's VO Position: Q2 2026 in Review

Newton One Investments held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 668 shares worth $53.8K. The position accounts for 0.01% of the portfolio, ranked #71.

Newton One Investments first reported a position in VO in Q2 2025 and has held it in 5 quarters since. 1,892 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Newton One Investments held 668 shares of Vanguard Morningstar Mid-Cap ETF worth $53.8K as of Q2 2026.
  • Newton One Investments left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of Newton One Investments's portfolio in Q2 2026, its #71 holding.
  • Newton One Investments first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,892 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.