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

Veridan 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 		$4.99M Buy
69,476
+1,084
+2% +$80.5K 1.84% 14
2025
Q4 		$4.96M Buy
68,392
+1,136
+2% +$82.6K 1.67% 13
2025
Q3 		$4.94M Buy
+67,256
New +$4.83M 1.7% 13
2025
Q1 		$4.28M Buy
66,148
+3,484
+6% +$234K 1.93% 16
2024
Q4 		$4.3M Buy
+62,664
New +$4.25M 2.02% 16
2024
Q2 		$4.6M Buy
+65,784
New +$4M 1.85% 15

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Veridan Wealth's VO Position: Q1 2026 in Review

Veridan Wealth increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.6% in Q1 2026, buying an estimated $80.5K and bringing the position to 69,476 shares worth $4.99M. The position accounts for 1.84% of the portfolio, ranked #14.

Veridan Wealth first reported a position in VO in Q2 2024 and has held it in 6 quarters since. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Veridan Wealth held 69,476 shares of Vanguard Morningstar Mid-Cap ETF worth $4.99M as of Q1 2026.
  • Veridan Wealth bought 1,084 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $80.5K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.84% of Veridan Wealth's portfolio in Q1 2026, its #14 holding.
  • Veridan Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 6 quarters since.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

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