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

NWK 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 Q1	$116K	Hold	1,608	–	–	0.04%	52
2025 Q4	$117K	Hold	1,608	–	–	0.04%	53
2025 Q3	$118K	Hold	1,608	–	–	0.04%	54
2025 Q2	$113K	Sell	1,608 -184	-10%	-$12.1K	0.04%	51
2025 Q1	$116K	Hold	1,792	–	–	0.05%	50
2024 Q4	$118K	Hold	1,792	–	–	0.05%	55
2024 Q3	$118K	Buy	+1,792	New	+$113K	0.05%	56
2022 Q1	–	Sell	-2,392	Closed	-$152K	–	95
2021 Q4	$152K	Hold	2,392	–	–	0.06%	64
2021 Q3	$142K	Hold	2,392	–	–	0.06%	62
2021 Q2	$142K	Hold	2,392	–	–	0.06%	66
2021 Q1	$132K	Hold	2,392	–	–	0.06%	72
2020 Q4	$124K	Hold	2,392	–	–	0.05%	71
2020 Q3	$105K	Hold	2,392	–	–	0.05%	74
2020 Q2	$98K	Hold	2,392	–	–	0.06%	69
2020 Q1	$79K	Hold	2,392	–	–	0.07%	68
2019 Q4	$107K	Buy	+2,392	New	+$103K	0.09%	75

Other funds holding VO

Wells Fargo San Francisco, California $501B 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return