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

Steelhead 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	$7.66M	Buy	+106,700	New	+$7.93M	3.88%	7

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 $424B AUM 22.94% 1-Year Est. Return

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

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

Steelhead Wealth Management opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026: 106,700 shares worth $7.66M. The stake represents 3.88% of the portfolio and ranks #7 among its holdings.

2,390 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Steelhead Wealth Management held 106,700 shares of Vanguard Morningstar Mid-Cap ETF worth $7.66M as of Q1 2026.
Vanguard Morningstar Mid-Cap ETF was a new Steelhead Wealth Management position in Q1 2026.
Vanguard Morningstar Mid-Cap ETF made up 3.88% of Steelhead Wealth Management's portfolio in Q1 2026, its #7 holding.
2,390 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Steelhead Wealth Management's 13F filing for Q1 2026, filed 16 Jun 2026.