Shared Vision Wealth Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Shared Vision Wealth 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 Q1	$715K	Buy	9,952 +5,152	+107%	+$383K	0.29%	48
2025 Q4	$360K	Hold	4,800	–	–	0.15%	73
2025 Q3	$350K	Buy	+4,800	New	+$345K	0.15%	70

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Shared Vision Wealth Group's VO Position: Q1 2026 in Review

Shared Vision Wealth Group increased its Vanguard Mid-Cap ETF (VO) stake by 107% in Q1 2026, buying an estimated $383K and bringing the position to 9,952 shares worth $715K. The position accounts for 0.29% of the portfolio, ranked #48.

Shared Vision Wealth Group first reported a position in VO in Q3 2025 and has held it in 3 quarters since. 2,388 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Shared Vision Wealth Group held 9,952 shares of Vanguard Mid-Cap ETF worth $715K as of Q1 2026.
Shared Vision Wealth Group bought 5,152 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $383K.
Vanguard Mid-Cap ETF made up 0.29% of Shared Vision Wealth Group's portfolio in Q1 2026, its #48 holding.
Shared Vision Wealth Group first reported a position in Vanguard Mid-Cap ETF in Q3 2025 and has held it in 3 quarters since.
2,388 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.