3Chopt Investment Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

3Chopt Investment Partners’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 Q2	$1.41M	Hold	17,472	–	–	0.26%	79
2026 Q1	$1.25M	Hold	17,472	–	–	0.29%	80
2025 Q4	$1.27M	Hold	17,472	–	–	0.28%	79
2025 Q3	$1.29M	Hold	17,472	–	–	0.29%	79
2025 Q2	$1.23M	Hold	17,472	–	–	0.3%	78
2025 Q1	$1.13M	Buy	+17,472	New	+$1.17M	0.3%	80
2024 Q3	–	Sell	-17,472	Closed	-$1.06M	–	177
2024 Q2	$1.06M	Buy	+17,472	New	+$1.06M	0.32%	73
2024 Q1	–	Sell	-17,472	Closed	-$1.02M	–	160
2023 Q4	$1.02M	Buy	+17,472	New	+$934K	0.37%	68

Other funds holding VO

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

3Chopt Investment Partners's VO Position: Q2 2026 in Review

3Chopt Investment Partners held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 17,472 shares worth $1.41M. The position accounts for 0.26% of the portfolio, ranked #79.

3Chopt Investment Partners first reported a position in VO in Q4 2023 and has held it in 8 quarters since. 1,225 funds tracked by Wall St. Rank hold VO as of Q2 2026.

3Chopt Investment Partners held 17,472 shares of Vanguard Morningstar Mid-Cap ETF worth $1.41M as of Q2 2026.
3Chopt Investment Partners left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.26% of 3Chopt Investment Partners's portfolio in Q2 2026, its #79 holding.
3Chopt Investment Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 8 quarters since.
1,225 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.