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

NorthRock 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 		$2.11M Buy
117,480
+76,296
+185% +$5.67M 0.03% 204
2025
Q4 		$2.99M Buy
41,184
+19,340
+89% +$1.41M 0.05% 158
2025
Q3 		$1.6M Buy
21,844
+8,568
+65% +$615K 0.03% 249
2025
Q2 		$930K Buy
13,276
+1,552
+13% +$102K 0.02% 262
2025
Q1 		$758K Sell
11,724
-2,216
-16% -$149K 0.03% 256
2024
Q4 		$921K Buy
13,940
+2,996
+27% +$203K 0.03% 216
2024
Q3 		$722K Sell
10,944
-1,172
-10% -$73.6K 0.02% 280
2024
Q2 		$736K Buy
12,116
+136
+1% +$8.27K 0.03% 248
2024
Q1 		$748K Sell
11,980
-296
-2% -$17.5K 0.03% 253
2023
Q4 		$714K Buy
12,276
+5,548
+82% +$296K 0.03% 241
2023
Q3 		$350K Buy
6,728
+280
+4% +$15.4K 0.04% 212
2023
Q2 		$355K Buy
6,448
+1,060
+20% +$55.6K 0.04% 187
2023
Q1 		$284K Sell
5,388
-48
-0.9% -$2.55K 0.03% 231
2022
Q4 		$277K Sell
5,436
-212
-4% -$10.8K 0.03% 257
2022
Q3 		$265K Buy
+5,648
New +$295K 0.03% 231
2022
Q2 		– Sell
-4,912
Closed -$292K – 350
2022
Q1 		$292K Buy
4,912
+172
+4% +$10.1K 0.03% 251
2021
Q4 		$302K Buy
4,740
+2,072
+78% +$130K 0.02% 241
2021
Q3 		$239K Buy
+2,668
New +$161K 0.02% 248

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

NorthRock Partners's VO Position: Q1 2026 in Review

NorthRock Partners increased its Vanguard Mid-Cap ETF (VO) stake by 185% in Q1 2026, buying an estimated $5.67M and bringing the position to 117,480 shares worth $2.11M. The position accounts for 0.03% of the portfolio, ranked #204.

NorthRock Partners first reported a position in VO in Q3 2021 and has held it in 18 quarters since. The position peaked at $2.99M in Q4 2025. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • NorthRock Partners held 117,480 shares of Vanguard Mid-Cap ETF worth $2.11M as of Q1 2026.
  • NorthRock Partners bought 76,296 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $5.67M.
  • Vanguard Mid-Cap ETF made up 0.03% of NorthRock Partners's portfolio in Q1 2026, its #204 holding.
  • NorthRock Partners first reported a position in Vanguard Mid-Cap ETF in Q3 2021 and has held it in 18 quarters since.
  • NorthRock Partners's Vanguard Mid-Cap ETF position peaked at $2.99M in Q4 2025.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.