NorthLanding Financial Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

NorthLanding Financial Partners’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	$500K	Sell	6,960 -48	-0.7%	-$3.57K	0.4%	22
2025 Q4	$508K	Sell	7,008 -52	-0.7%	-$3.78K	0.41%	22
2025 Q3	$518K	Sell	7,060 -48	-0.7%	-$3.45K	0.43%	22
2025 Q2	$497K	Sell	7,108 -16	-0.2%	-$1.05K	0.44%	22
2025 Q1	$461K	Sell	7,124 -104	-1%	-$6.98K	0.45%	25
2024 Q4	$477K	Buy	7,228 +68	+0.9%	+$4.62K	0.48%	25
2024 Q3	$472K	Buy	7,160 +20	+0.3%	+$1.26K	0.47%	24
2024 Q2	$432K	Sell	7,140 -244	-3%	-$14.8K	0.46%	27
2024 Q1	$461K	Sell	7,384 -168	-2%	-$9.93K	0.5%	22
2023 Q4	$439K	Sell	7,552 -848	-10%	-$45.3K	0.52%	25
2023 Q3	$437K	Buy	8,400 +16	+0.2%	+$877	0.56%	25
2023 Q2	$461K	Sell	8,384 -5,152	-38%	-$270K	0.6%	25
2023 Q1	$714K	Buy	13,536 +580	+4%	+$30.9K	0.5%	34
2022 Q4	$660K	Sell	12,956 -180	-1%	-$9.17K	0.47%	36
2022 Q3	$617K	Buy	+13,136	New	+$686K	0.49%	33

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

NorthLanding Financial Partners's VO Position: Q1 2026 in Review

NorthLanding Financial Partners reduced its Vanguard Mid-Cap ETF (VO) stake by 0.68% in Q1 2026, selling an estimated $3.57K and leaving 6,960 shares worth $500K. The position accounts for 0.4% of the portfolio, ranked #22.

NorthLanding Financial Partners first reported a position in VO in Q3 2022 and has held it in 15 quarters since. The position peaked at $714K in Q1 2023. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

NorthLanding Financial Partners held 6,960 shares of Vanguard Mid-Cap ETF worth $500K as of Q1 2026.
NorthLanding Financial Partners sold 48 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $3.57K.
Vanguard Mid-Cap ETF made up 0.4% of NorthLanding Financial Partners's portfolio in Q1 2026, its #22 holding.
NorthLanding Financial Partners first reported a position in Vanguard Mid-Cap ETF in Q3 2022 and has held it in 15 quarters since.
NorthLanding Financial Partners's Vanguard Mid-Cap ETF position peaked at $714K in Q1 2023.
2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on NorthLanding Financial Partners's 13F filing for Q1 2026, filed 27 Apr 2026.