NorthLanding Financial Partners’s Vanguard Morningstar 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 Q2	$681K	Buy	8,454 +1,494	+21%	+$116K	0.47%	21
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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

NorthLanding Financial Partners's VO Position: Q2 2026 in Review

NorthLanding Financial Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 21% in Q2 2026, buying an estimated $116K and bringing the position to 8,454 shares worth $681K. The position accounts for 0.47% of the portfolio, ranked #21.

NorthLanding Financial Partners first reported a position in VO in Q3 2022 and has held it in 16 quarters since. The position peaked at $714K in Q1 2023. 2,487 funds tracked by Wall St. Rank hold VO as of Q2 2026.

NorthLanding Financial Partners held 8,454 shares of Vanguard Morningstar Mid-Cap ETF worth $681K as of Q2 2026.
NorthLanding Financial Partners bought 1,494 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $116K.
Vanguard Morningstar Mid-Cap ETF made up 0.47% of NorthLanding Financial Partners's portfolio in Q2 2026, its #21 holding.
NorthLanding Financial Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
NorthLanding Financial Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $714K in Q1 2023.
2,487 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on NorthLanding Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.