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Northern Capital Management (Washington)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Northern Capital Management (Washington)’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 		– Sell
-2,764
Closed -$201K – 54
2025
Q4 		$201K Sell
2,764
-264
-9% -$19.2K 0.11% 51
2025
Q3 		$222K Sell
3,028
-31,616
-91% -$2.27M 0.12% 45
2025
Q2 		$2.42M Buy
34,644
+1,260
+4% +$82.7K 1.43% 9
2025
Q1 		$2.16M Buy
33,384
+2,704
+9% +$181K 1.41% 9
2024
Q4 		$2.03M Buy
30,680
+2,200
+8% +$149K 1.24% 9
2024
Q3 		$1.88M Buy
28,480
+1,828
+7% +$115K 1.19% 9
2024
Q2 		$1.61M Buy
26,652
+2,928
+12% +$178K 1.08% 9
2024
Q1 		$1.48M Buy
23,724
+4,304
+22% +$254K 1.03% 9
2023
Q4 		$1.13M Buy
19,420
+1,244
+7% +$66.5K 1.01% 11
2023
Q3 		$946K Buy
18,176
+796
+5% +$43.7K 0.88% 14
2023
Q2 		$957K Buy
17,380
+1,788
+11% +$93.7K 0.73% 18
2023
Q1 		$822K Buy
15,592
+2,728
+21% +$145K 0.7% 18
2022
Q4 		$656K Sell
12,864
-564
-4% -$28.7K 0.63% 21
2022
Q3 		$631K Buy
13,428
+628
+5% +$32.8K 0.65% 19
2022
Q2 		$630K Sell
12,800
-2,380
-16% -$129K 0.61% 18
2022
Q1 		$903K Buy
15,180
+1,960
+15% +$115K 0.74% 18
2021
Q4 		$842K Buy
13,220
+364
+3% +$22.8K 0.67% 19
2021
Q3 		$761K Buy
12,856
+2,404
+23% +$145K 0.65% 19
2021
Q2 		$620K Buy
10,452
+652
+7% +$37.8K 0.53% 20
2021
Q1 		$542K Buy
+9,800
New +$532K 0.49% 20

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

Northern Capital Management (Washington)'s VO Position: Q1 2026 in Review

Northern Capital Management (Washington) sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026, closing a stake of 2,764 shares — an estimated $201K sold.

Northern Capital Management (Washington) first reported a position in VO in Q1 2021 and held it in 20 quarters. The position peaked at $2.42M in Q2 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Northern Capital Management (Washington) reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Northern Capital Management (Washington) sold 2,764 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $201K.
  • Northern Capital Management (Washington) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2021 and held it in 20 quarters.
  • Northern Capital Management (Washington)'s Vanguard Morningstar Mid-Cap ETF position peaked at $2.42M in Q2 2025.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Northern Capital Management (Washington)'s 13F filing for Q1 2026, filed 13 May 2026.