Wolf Group Capital Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Wolf Group Capital Advisors’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
2025 Q1	$217K	Buy	+3,356	New	+$225K	0.07%	160

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wolf Group Capital Advisors's VO Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2025: 3,356 shares worth $217K. The stake represents 0.07% of the portfolio and ranks #160 among its holdings.

2,125 funds tracked by Wall St. Rank hold VO as of Q1 2025.

Wolf Group Capital Advisors held 3,356 shares of Vanguard Morningstar Mid-Cap ETF worth $217K as of Q1 2025.
Vanguard Morningstar Mid-Cap ETF was a new Wolf Group Capital Advisors position in Q1 2025.
Vanguard Morningstar Mid-Cap ETF made up 0.07% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #160 holding.
2,125 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.