Reflection Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Reflection Asset 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	$18.5K	Buy	+252	New	+$18.3K	0.01%	399

Other funds holding VO

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Reflection Asset Management's VO Position: Q4 2025 in Review

Reflection Asset Management opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2025: 252 shares worth $18.5K. The stake represents 0.01% of the portfolio and ranks #399 among its holdings.

2,371 funds tracked by Wall St. Rank hold VO as of Q4 2025.

Reflection Asset Management held 252 shares of Vanguard Morningstar Mid-Cap ETF worth $18.5K as of Q4 2025.
Vanguard Morningstar Mid-Cap ETF was a new Reflection Asset Management position in Q4 2025.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Reflection Asset Management's portfolio in Q4 2025, its #399 holding.
2,371 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.