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

Winnow 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	–	Sell	-240	Closed	-$17.5K	–	543
2025 Q4	$17.5K	Buy	+240	New	+$17.5K	0.01%	197

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 $374B AUM 17.66% 1-Year Est. Return

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

Winnow Wealth's VO Position: Q1 2026 in Review

Winnow Wealth sold out of Vanguard Mid-Cap ETF (VO) in Q1 2026, closing a stake of 240 shares — an estimated $17.5K sold.

Winnow Wealth first reported a position in VO in Q4 2025 and held it in 1 quarter. The position peaked at $17.5K in Q4 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Winnow Wealth reported no remaining Vanguard Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 240 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $17.5K.
Winnow Wealth first reported a position in Vanguard Mid-Cap ETF in Q4 2025 and held it in 1 quarter.
Winnow Wealth's Vanguard Mid-Cap ETF position peaked at $17.5K in Q4 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.