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Novem Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Novem Group’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 		$1.55M Buy
19,183
+35
+0.2% +$2.71K 0.16% 118
2026
Q1 		$1.37M Sell
19,148
-52
-0.3% -$3.86K 0.16% 120
2025
Q4 		$1.39M Buy
19,200
+1,024
+6% +$74.5K 0.16% 111
2025
Q3 		$1.33M Buy
18,176
+1,084
+6% +$77.8K 0.16% 120
2025
Q2 		$1.2M Buy
17,092
+1,432
+9% +$94K 0.15% 111
2025
Q1 		$1.01M Buy
15,660
+372
+2% +$25K 0.14% 136
2024
Q4 		$1.01M Buy
+15,288
New +$1.04M 0.15% 113

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Novem Group's VO Position: Q2 2026 in Review

Novem Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.18% in Q2 2026, buying an estimated $2.71K and bringing the position to 19,183 shares worth $1.55M. The position accounts for 0.16% of the portfolio, ranked #118.

Novem Group first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Novem Group held 19,183 shares of Vanguard Morningstar Mid-Cap ETF worth $1.55M as of Q2 2026.
  • Novem Group bought 35 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.71K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.16% of Novem Group's portfolio in Q2 2026, its #118 holding.
  • Novem Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.