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Premier Path Wealth Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Premier Path Wealth Partners’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 		– Sell
-7,028
Closed -$510K – 416
2025
Q4 		$510K Buy
+7,028
New +$511K 0.07% 249

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UBS Group
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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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Premier Path Wealth Partners's VO Position: Q1 2026 in Review

Premier Path Wealth Partners sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026, closing a stake of 7,028 shares — an estimated $510K sold.

Premier Path Wealth Partners first reported a position in VO in Q4 2025 and held it in 1 quarter. The position peaked at $510K in Q4 2025. 2,402 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Premier Path Wealth Partners reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Premier Path Wealth Partners sold 7,028 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $510K.
  • Premier Path Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Premier Path Wealth Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $510K in Q4 2025.
  • 2,402 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.