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

Westwood 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 		– Sell
-2,784
Closed -$202K – 119
2025
Q4 		$202K Buy
+2,784
New +$203K 0.15% 104

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

Westwood Wealth Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026, closing a stake of 2,784 shares — an estimated $202K sold.

Westwood Wealth Management first reported a position in VO in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 2,390 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Westwood Wealth Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Westwood Wealth Management sold 2,784 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $202K.
  • Westwood Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Westwood Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $202K in Q4 2025.
  • 2,390 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.