Sonoma Private Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Sonoma Private Wealth’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	$340K	Buy	4,740 +72	+2%	+$5.35K	0.42%	54
2025 Q4	$339K	Buy	4,668 +100	+2%	+$7.27K	0.41%	54
2025 Q3	$335K	Buy	4,568 +388	+9%	+$27.9K	0.4%	55
2025 Q2	$292K	Hold	4,180	–	–	0.36%	63
2025 Q1	$270K	Sell	4,180 -6,008	-59%	-$403K	0.37%	63
2024 Q4	$673K	Sell	10,188 -112	-1%	-$7.6K	1.09%	34
2024 Q3	$679K	Sell	10,300 -656	-6%	-$41.2K	1.06%	29
2024 Q2	$663K	Buy	10,956 +492	+5%	+$29.9K	1.08%	32
2024 Q1	$654K	Sell	10,464 -96	-0.9%	-$5.67K	1.05%	36
2023 Q4	$614K	Sell	10,560 -2,104	-17%	-$112K	1.02%	34
2023 Q3	$659K	Buy	12,664 +2,132	+20%	+$117K	1.2%	26
2023 Q2	$580K	Buy	10,532 +2,324	+28%	+$122K	1.01%	35
2023 Q1	$433K	Buy	+8,208	New	+$437K	0.86%	44

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

Sonoma Private Wealth's VO Position: Q1 2026 in Review

Sonoma Private Wealth increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.5% in Q1 2026, buying an estimated $5.35K and bringing the position to 4,740 shares worth $340K. The position accounts for 0.42% of the portfolio, ranked #54.

Sonoma Private Wealth first reported a position in VO in Q1 2023 and has held it in 13 quarters since. The position peaked at $679K in Q3 2024. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Sonoma Private Wealth held 4,740 shares of Vanguard Morningstar Mid-Cap ETF worth $340K as of Q1 2026.
Sonoma Private Wealth bought 72 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $5.35K.
Vanguard Morningstar Mid-Cap ETF made up 0.42% of Sonoma Private Wealth's portfolio in Q1 2026, its #54 holding.
Sonoma Private Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
Sonoma Private Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $679K in Q3 2024.
2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.