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

Pursuit 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
2025 Q4	$446K	Buy	+6,152	New	+$448K	0.38%	90

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pursuit Wealth Management's VO Position: Q4 2025 in Review

Pursuit Wealth Management opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2025: 6,152 shares worth $446K. The stake represents 0.38% of the portfolio and ranks #90 among its holdings.

2,370 funds tracked by Wall St. Rank hold VO as of Q4 2025.

Pursuit Wealth Management held 6,152 shares of Vanguard Morningstar Mid-Cap ETF worth $446K as of Q4 2025.
Vanguard Morningstar Mid-Cap ETF was a new Pursuit Wealth Management position in Q4 2025.
Vanguard Morningstar Mid-Cap ETF made up 0.38% of Pursuit Wealth Management's portfolio in Q4 2025, its #90 holding.
2,370 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.

Based on Pursuit Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.