North Star Investment Management’s Vanguard Mid-Cap ETF VO Stock Holding History

North Star Investment Management’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 Q1	$654K	Buy	9,108 +8	+0.1%	+$594	0.04%	343
2025 Q4	$660K	Buy	9,100 +20	+0.2%	+$1.46K	0.04%	299
2025 Q3	$667K	Buy	9,080 +4	+0%	+$287	0.04%	293
2025 Q2	$635K	Buy	9,076 +2,568	+39%	+$169K	0.04%	283
2025 Q1	$421K	Buy	6,508 +1,076	+20%	+$72.2K	0.03%	330
2024 Q4	$359K	Buy	5,432 +132	+2%	+$8.96K	0.03%	351
2024 Q3	$350K	Buy	5,300 +12	+0.2%	+$753	0.02%	359
2024 Q2	$320K	Hold	5,288	–	–	0.02%	369
2024 Q1	$330K	Buy	5,288 +1,748	+49%	+$103K	0.02%	370
2023 Q4	$206K	Hold	3,540	–	–	0.02%	412
2023 Q3	$184K	Hold	3,540	–	–	0.02%	426
2023 Q2	$195K	Hold	3,540	–	–	0.02%	429
2023 Q1	$187K	Hold	3,540	–	–	0.02%	435
2022 Q4	$180K	Hold	3,540	–	–	0.02%	423
2022 Q3	$166K	Hold	3,540	–	–	0.02%	384
2022 Q2	$174K	Hold	3,540	–	–	0.02%	384
2022 Q1	$210K	Hold	3,540	–	–	0.02%	375
2021 Q4	$225K	Hold	3,540	–	–	0.02%	382
2021 Q3	$210K	Hold	3,540	–	–	0.02%	380
2021 Q2	$210K	Hold	3,540	–	–	0.02%	386
2021 Q1	$196K	Hold	3,540	–	–	0.02%	366
2020 Q4	$183K	Buy	3,540 +2,312	+188%	+$112K	0.02%	367
2020 Q3	$54K	Hold	1,228	–	–	0.01%	503
2020 Q2	$50K	Sell	1,228 -4,308	-78%	-$165K	0.01%	497
2020 Q1	$182K	Sell	5,536 -1,888	-25%	-$78.2K	0.03%	329
2019 Q4	$331K	Buy	7,424 +1,688	+29%	+$72.5K	0.03%	313
2019 Q3	$240K	Buy	5,736 +12	+0.2%	+$501	0.03%	340
2019 Q2	$239K	Buy	5,724 +8	+0.1%	+$327	0.03%	351
2019 Q1	$230K	Hold	5,716	–	–	0.03%	350
2018 Q4	$197K	Buy	5,716 +24	+0.4%	+$901	0.03%	337
2018 Q3	$234K	Hold	5,692	–	–	0.03%	335
2018 Q2	$224K	Buy	5,692 +1,536	+37%	+$60.3K	0.03%	350
2018 Q1	$160K	Buy	4,156 +8	+0.2%	+$315	0.02%	374
2017 Q4	$161K	Buy	4,148 +16	+0.4%	+$604	0.02%	367
2017 Q3	$152K	Hold	4,132	–	–	0.02%	383
2017 Q2	$147K	Buy	4,132 +16	+0.4%	+$565	0.02%	388
2017 Q1	$143K	Hold	4,116	–	–	0.02%	370
2016 Q4	$135K	Buy	4,116 +8	+0.2%	+$259	0.02%	361
2016 Q3	$133K	Buy	4,108 +12	+0.3%	+$385	0.02%	318
2016 Q2	$127K	Buy	4,096 +8	+0.2%	+$244	0.02%	321
2016 Q1	$124K	Buy	4,088 +4	+0.1%	+$113	0.02%	315
2015 Q4	$123K	Buy	4,084 +12	+0.3%	+$366	0.02%	322
2015 Q3	$119K	Buy	4,072 +20	+0.5%	+$623	0.02%	318
2015 Q2	$129K	Buy	4,052 +2,152	+113%	+$69.8K	0.02%	314
2015 Q1	$63K	Hold	1,900	–	–	0.01%	365
2014 Q4	$59K	Hold	1,900	–	–	0.01%	366
2014 Q3	$56K	Hold	1,900	–	–	0.01%	363
2014 Q2	$56K	Hold	1,900	–	–	0.01%	376
2014 Q1	$54K	Buy	+1,900	New	+$52.7K	0.01%	372

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

North Star Investment Management's VO Position: Q1 2026 in Review

North Star Investment Management increased its Vanguard Mid-Cap ETF (VO) stake by 0.09% in Q1 2026, buying an estimated $594 and bringing the position to 9,108 shares worth $654K. The position accounts for 0.04% of the portfolio, ranked #343.

North Star Investment Management first reported a position in VO in Q1 2014 and has held it in 49 quarters since. The position peaked at $667K in Q3 2025. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

North Star Investment Management held 9,108 shares of Vanguard Mid-Cap ETF worth $654K as of Q1 2026.
North Star Investment Management bought 8 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $594.
Vanguard Mid-Cap ETF made up 0.04% of North Star Investment Management's portfolio in Q1 2026, its #343 holding.
North Star Investment Management first reported a position in Vanguard Mid-Cap ETF in Q1 2014 and has held it in 49 quarters since.
North Star Investment Management's Vanguard Mid-Cap ETF position peaked at $667K in Q3 2025.
2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.