Vermillion & White Wealth Management Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Vermillion & White Wealth Management 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	–	Sell	-968	Closed	-$70.2K	–	521
2025 Q4	$70.2K	Hold	968	–	–	0.04%	125
2025 Q3	$71.1K	Hold	968	–	–	0.04%	123
2025 Q2	$67.7K	Hold	968	–	–	0.04%	116
2025 Q1	$62.6K	Hold	968	–	–	0.05%	110
2024 Q4	$63.9K	Hold	968	–	–	0.05%	116
2024 Q3	$63.8K	Hold	968	–	–	0.05%	111
2024 Q2	$58.6K	Hold	968	–	–	0.04%	117
2024 Q1	$60.5K	Hold	968	–	–	0.05%	108
2023 Q4	$56.3K	Buy	+968	New	+$51.7K	0.05%	84

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Vermillion & White Wealth Management Group's VO Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026, closing a stake of 968 shares — an estimated $70.2K sold.

Vermillion & White Wealth Management Group first reported a position in VO in Q4 2023 and held it in 9 quarters. The position peaked at $71.1K in Q3 2025. 2,398 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 968 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $70.2K.
Vermillion & White Wealth Management Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's Vanguard Morningstar Mid-Cap ETF position peaked at $71.1K in Q3 2025.
2,398 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.