NWK Group’s Vanguard Morningstar 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 Q2	$130K	Hold	1,608	–	–	0.04%	57
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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

NWK Group's VO Position: Q2 2026 in Review

NWK Group held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 1,608 shares worth $130K. The position accounts for 0.04% of the portfolio, ranked #57.

NWK Group first reported a position in VO in Q4 2019 and has held it in 17 quarters since. The position peaked at $152K in Q4 2021. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

NWK Group held 1,608 shares of Vanguard Morningstar Mid-Cap ETF worth $130K as of Q2 2026.
NWK Group left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of NWK Group's portfolio in Q2 2026, its #57 holding.
NWK Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 17 quarters since.
NWK Group's Vanguard Morningstar Mid-Cap ETF position peaked at $152K in Q4 2021.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on NWK Group's 13F filing for Q2 2026, filed 10 Aug 2026.