1900 Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

1900 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 Q3	$9.86M	Buy	125,730 +268	+0.2%	+$21.8K	0.53%	27
2026 Q2	$10.1M	Buy	125,462 +1,366	+1%	+$106K	0.56%	25
2026 Q1	$8.91M	Buy	124,096 +8,468	+7%	+$629K	0.57%	24
2025 Q4	$8.39M	Sell	115,628 -784	-0.7%	-$57K	0.54%	27
2025 Q3	$8.55M	Buy	116,412 +1,212	+1%	+$87K	0.58%	24
2025 Q2	$8.06M	Sell	115,200 -376	-0.3%	-$24.7K	0.61%	26
2025 Q1	$7.47M	Buy	115,576 +152	+0.1%	+$10.2K	0.62%	27
2024 Q4	$7.62M	Sell	115,424 -3,100	-3%	-$210K	0.64%	27
2024 Q3	$7.82M	Buy	118,524 +724	+0.6%	+$45.5K	0.67%	27
2024 Q2	$7.13M	Sell	117,800 -352	-0.3%	-$21.4K	0.67%	29
2024 Q1	$7.38M	Buy	118,152 +576	+0.5%	+$34K	0.67%	32
2023 Q4	$6.84M	Sell	117,576 -13,224	-10%	-$707K	0.63%	37
2023 Q3	$6.81M	Buy	130,800 +268	+0.2%	+$14.7K	0.68%	35
2023 Q2	$7.18M	Buy	130,532 +6,388	+5%	+$335K	0.74%	34
2023 Q1	$6.33M	Sell	124,144 -524	-0.4%	-$27.9K	0.68%	38
2022 Q4	$6.35M	Buy	124,668 +2,700	+2%	+$138K	0.69%	37
2022 Q3	$5.73M	Buy	121,968 +3,972	+3%	+$208K	0.67%	38
2022 Q2	$5.81M	Buy	117,996 +964	+0.8%	+$52.1K	0.63%	38
2022 Q1	$6.96M	Buy	117,032 +16,776	+17%	+$984K	0.66%	34
2021 Q4	$6.38M	Buy	100,256 +1,244	+1%	+$78K	0.58%	46
2021 Q3	$5.86M	Sell	99,012 -2,392	-2%	-$145K	0.57%	44
2021 Q2	$6.02M	Sell	101,404 -4,592	-4%	-$266K	0.58%	42
2021 Q1	$5.87M	Buy	105,996 +712	+0.7%	+$38.6K	0.44%	37
2020 Q4	$5.44M	Buy	+105,284	New	+$5.1M	0.64%	39

Other funds holding VO

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

1900 Wealth Management's VO Position: Q3 2026 in Review

1900 Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.21% in Q3 2026, buying an estimated $21.8K and bringing the position to 125,730 shares worth $9.86M. The position accounts for 0.53% of the portfolio, ranked #27.

1900 Wealth Management first reported a position in VO in Q4 2020 and has held it in 24 quarters since. The position peaked at $10.1M in Q2 2026. 265 funds tracked by Wall St. Rank hold VO as of Q3 2026.

1900 Wealth Management held 125,730 shares of Vanguard Morningstar Mid-Cap ETF worth $9.86M as of Q3 2026.
1900 Wealth Management bought 268 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $21.8K.
Vanguard Morningstar Mid-Cap ETF made up 0.53% of 1900 Wealth Management's portfolio in Q3 2026, its #27 holding.
1900 Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 24 quarters since.
1900 Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $10.1M in Q2 2026.
265 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.