PWM
VO icon

PTM Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

PTM Wealth Management’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 		$326K Sell
4,480
-860
-16% -$63.9K 0.17% 42
2025
Q4 		$395K Buy
5,340
+884
+20% +$64.3K 0.22% 35
2025
Q3 		$329K Buy
4,456
+8
+0.2% +$575 0.2% 38
2025
Q2 		$315K Buy
+4,448
New +$292K 0.21% 35

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

PTM Wealth Management's VO Position: Q1 2026 in Review

PTM Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 16% in Q1 2026, selling an estimated $63.9K and leaving 4,480 shares worth $326K. The position accounts for 0.17% of the portfolio, ranked #42.

PTM Wealth Management first reported a position in VO in Q2 2025 and has held it in 4 quarters since. The position peaked at $395K in Q4 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • PTM Wealth Management held 4,480 shares of Vanguard Morningstar Mid-Cap ETF worth $326K as of Q1 2026.
  • PTM Wealth Management sold 860 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $63.9K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.17% of PTM Wealth Management's portfolio in Q1 2026, its #42 holding.
  • PTM Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • PTM Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $395K in Q4 2025.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on PTM Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.