NFW
VO icon

Noble Family Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Noble Family Wealth’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 		$13M Sell
160,836
-1,772
-1% -$137K 2.32% 13
2026
Q1 		$11.7M Buy
162,608
+672
+0.4% +$49.9K 2.41% 13
2025
Q4 		$11.7M Hold
161,936
– – 2.48% 13
2025
Q3 		$11.9M Sell
161,936
-140
-0.1% -$10.1K 2.62% 13
2025
Q2 		$11.3M Buy
162,076
+2,140
+1% +$140K 2.77% 13
2025
Q1 		$10.3M Sell
159,936
-2,924
-2% -$196K 2.85% 13
2024
Q4 		$10.8M Sell
162,860
-792
-0.5% -$53.8K 2.96% 12
2024
Q3 		$10.8M Sell
163,652
-16,964
-9% -$1.07M 2.9% 13
2024
Q2 		$10.9M Sell
180,616
-3,720
-2% -$226K 3.15% 11
2024
Q1 		$11.5M Sell
184,336
-13,260
-7% -$784K 3.28% 10
2023
Q4 		$11.5M Buy
197,596
+3,660
+2% +$196K 3.48% 10
2023
Q3 		$10.1M Buy
193,936
+4,768
+3% +$261K 3.4% 10
2023
Q2 		$10.4M Sell
189,168
-10,848
-5% -$569K 3.39% 10
2023
Q1 		$10.5M Buy
+200,016
New +$10.6M 3.6% 9

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 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
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Noble Family Wealth's VO Position: Q2 2026 in Review

Noble Family Wealth reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.1% in Q2 2026, selling an estimated $137K and leaving 160,836 shares worth $13M. The position accounts for 2.32% of the portfolio, ranked #13.

Noble Family Wealth first reported a position in VO in Q1 2023 and has held it in 14 quarters since. 1,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Noble Family Wealth held 160,836 shares of Vanguard Morningstar Mid-Cap ETF worth $13M as of Q2 2026.
  • Noble Family Wealth sold 1,772 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $137K.
  • Vanguard Morningstar Mid-Cap ETF made up 2.32% of Noble Family Wealth's portfolio in Q2 2026, its #13 holding.
  • Noble Family Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Noble Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.