Winthrop Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Winthrop Capital 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	$628K	Hold	8,752	–	–	0.16%	85
2025 Q4	$635K	Hold	8,752	–	–	0.15%	90
2025 Q3	$643K	Hold	8,752	–	–	0.16%	84
2025 Q2	$612K	Hold	8,752	–	–	0.15%	89
2025 Q1	$566K	Hold	8,752	–	–	0.16%	89
2024 Q4	$578K	Buy	+8,752	New	+$594K	0.15%	91
2024 Q1	–	Sell	-8,752	Closed	-$509K	–	294
2023 Q4	$509K	Buy	+8,752	New	+$468K	0.17%	93

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 $424B AUM 22.94% 1-Year Est. Return

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

Winthrop Capital Management's VO Position: Q1 2026 in Review

Winthrop Capital Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q1 2026 at 8,752 shares worth $628K. The position accounts for 0.16% of the portfolio, ranked #85.

Winthrop Capital Management first reported a position in VO in Q4 2023 and has held it in 7 quarters since. The position peaked at $643K in Q3 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Winthrop Capital Management held 8,752 shares of Vanguard Morningstar Mid-Cap ETF worth $628K as of Q1 2026.
Winthrop Capital Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q1 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.16% of Winthrop Capital Management's portfolio in Q1 2026, its #85 holding.
Winthrop Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 7 quarters since.
Winthrop Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $643K in Q3 2025.
2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.