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BOLTON SECURITIES CORPORATION’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$1.35M Buy
+18,852
New +$1.4M 0.06% 314
2025
Q3 		$1.27M Buy
+17,360
New +$1.25M 0.06% 324
2025
Q1 		$1.12M Buy
+17,288
New +$1.16M 0.07% 317

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's VO Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026: 18,852 shares worth $1.35M. The stake represents 0.06% of the portfolio and ranks #314 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in VO as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in VO in Q1 2025 and has held it in 3 quarters since. 2,412 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 18,852 shares of Vanguard Morningstar Mid-Cap ETF worth $1.35M as of Q1 2026.
  • Vanguard Morningstar Mid-Cap ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.06% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #314 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 3 quarters since.
  • 2,412 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.