Novak & Powell Financial Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Novak & Powell Financial Services’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	$238K	Sell	3,312 -5,000	-60%	-$371K	0.13%	145
2025 Q4	$603K	Sell	8,312 -36	-0.4%	-$2.62K	0.31%	69
2025 Q3	$613K	Buy	8,348 +5,048	+153%	+$363K	0.32%	67
2025 Q2	$231K	Sell	3,300 -5,872	-64%	-$385K	0.16%	130
2025 Q1	$593K	Sell	9,172 -36	-0.4%	-$2.42K	0.37%	61
2024 Q4	$608K	Buy	9,208 +4	+0%	+$272	0.36%	64
2024 Q3	$607K	Sell	9,204 -368	-4%	-$23.1K	0.35%	64
2024 Q2	$579K	Sell	9,572 -44	-0.5%	-$2.67K	0.36%	63
2024 Q1	$250K	Buy	9,616 +156	+2%	+$9.22K	0.19%	113
2023 Q4	$548K	Buy	+9,460	New	+$505K	0.37%	66

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

Novak & Powell Financial Services's VO Position: Q1 2026 in Review

Novak & Powell Financial Services reduced its Vanguard Mid-Cap ETF (VO) stake by 60% in Q1 2026, selling an estimated $371K and leaving 3,312 shares worth $238K. The position accounts for 0.13% of the portfolio, ranked #145.

Novak & Powell Financial Services first reported a position in VO in Q4 2023 and has held it in 10 quarters since. The position peaked at $613K in Q3 2025. 2,388 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Novak & Powell Financial Services held 3,312 shares of Vanguard Mid-Cap ETF worth $238K as of Q1 2026.
Novak & Powell Financial Services sold 5,000 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $371K.
Vanguard Mid-Cap ETF made up 0.13% of Novak & Powell Financial Services's portfolio in Q1 2026, its #145 holding.
Novak & Powell Financial Services first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Novak & Powell Financial Services's Vanguard Mid-Cap ETF position peaked at $613K in Q3 2025.
2,388 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.