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

Nvest Financial’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 		$1.49M Buy
20,756
+6,392
+45% +$475K 0.56% 49
2025
Q4 		$1.04M Buy
14,364
+8,220
+134% +$598K 0.43% 53
2025
Q3 		$451K Sell
6,144
-2,868
-32% -$206K 0.26% 80
2025
Q2 		$630K Sell
9,012
-10,860
-55% -$713K 0.33% 62
2025
Q1 		$1.28M Buy
19,872
+196
+1% +$13.2K 0.69% 38
2024
Q4 		$1.3M Buy
19,676
+212
+1% +$14.4K 0.66% 43
2024
Q3 		$1.28M Sell
19,464
-352
-2% -$22.1K 0.73% 43
2024
Q2 		$1.2M Buy
19,816
+924
+5% +$56.2K 0.74% 40
2024
Q1 		$1.18M Buy
18,892
+240
+1% +$14.2K 0.79% 36
2023
Q4 		$1.08M Buy
18,652
+2,716
+17% +$145K 0.85% 33
2023
Q3 		$830K Buy
15,936
+764
+5% +$41.9K 0.77% 32
2023
Q2 		$835K Sell
15,172
-164
-1% -$8.6K 0.73% 34
2023
Q1 		$809K Sell
15,336
-1,840
-11% -$97.9K 0.84% 31
2022
Q4 		$875K Sell
17,176
-552
-3% -$28.1K 1.1% 30
2022
Q3 		$833K Sell
17,728
-9,240
-34% -$483K 1.18% 31
2022
Q2 		$1.33M Sell
26,968
-1,152
-4% -$62.2K 1.39% 24
2022
Q1 		$1.67M Buy
+28,120
New +$1.65M 1.37% 21

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

Nvest Financial's VO Position: Q1 2026 in Review

Nvest Financial increased its Vanguard Mid-Cap ETF (VO) stake by 45% in Q1 2026, buying an estimated $475K and bringing the position to 20,756 shares worth $1.49M. The position accounts for 0.56% of the portfolio, ranked #49.

Nvest Financial first reported a position in VO in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.67M in Q1 2022. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Nvest Financial held 20,756 shares of Vanguard Mid-Cap ETF worth $1.49M as of Q1 2026.
  • Nvest Financial bought 6,392 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $475K.
  • Vanguard Mid-Cap ETF made up 0.56% of Nvest Financial's portfolio in Q1 2026, its #49 holding.
  • Nvest Financial first reported a position in Vanguard Mid-Cap ETF in Q1 2022 and has held it in 17 quarters since.
  • Nvest Financial's Vanguard Mid-Cap ETF position peaked at $1.67M in Q1 2022.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.