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

Westshore 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 		$350K Sell
4,876
-5,272
-52% -$392K 0.12% 68
2025
Q4 		$736K Buy
10,148
+8
+0.1% +$582 0.24% 38
2025
Q3 		$745K Sell
10,140
-296
-3% -$21.3K 0.25% 36
2025
Q2 		$730K Sell
10,436
-400
-4% -$26.3K 0.28% 34
2025
Q1 		$701K Buy
10,836
+8
+0.1% +$537 0.3% 29
2024
Q4 		$715K Buy
10,828
+4
+0% +$272 0.29% 30
2024
Q3 		$714K Buy
10,824
+12
+0.1% +$753 0.29% 26
2024
Q2 		$654K Sell
10,812
-52
-0.5% -$3.16K 0.27% 29
2024
Q1 		$679K Buy
10,864
+424
+4% +$25.1K 0.28% 29
2023
Q4 		$607K Hold
10,440
– – 0.28% 29
2023
Q3 		$543K Sell
10,440
-688
-6% -$37.7K 0.3% 29
2023
Q2 		$613K Buy
11,128
+4
+0% +$210 0.31% 29
2023
Q1 		$587K Sell
11,124
-532
-5% -$28.3K 0.31% 31
2022
Q4 		$594K Buy
11,656
+2,016
+21% +$103K 0.34% 32
2022
Q3 		$453K Buy
9,640
+468
+5% +$24.5K 0.31% 30
2022
Q2 		$452K Buy
+9,172
New +$496K 0.29% 39

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 $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Westshore Wealth's VO Position: Q1 2026 in Review

Westshore Wealth reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 52% in Q1 2026, selling an estimated $392K and leaving 4,876 shares worth $350K. The position accounts for 0.12% of the portfolio, ranked #68.

Westshore Wealth first reported a position in VO in Q2 2022 and has held it in 16 quarters since. The position peaked at $745K in Q3 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Westshore Wealth held 4,876 shares of Vanguard Morningstar Mid-Cap ETF worth $350K as of Q1 2026.
  • Westshore Wealth sold 5,272 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $392K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.12% of Westshore Wealth's portfolio in Q1 2026, its #68 holding.
  • Westshore Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • Westshore Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $745K in Q3 2025.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.