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Seven Hills Financial, LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Seven Hills Financial, LLC’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 		$226K Buy
+2,877
New +$234K 0.14% 102

Other funds holding VO

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

Seven Hills Financial, LLC's VO Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2026: 2,877 shares worth $226K. The stake represents 0.14% of the portfolio and ranks #102 among its holdings.

239 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Seven Hills Financial, LLC held 2,877 shares of Vanguard Morningstar Mid-Cap ETF worth $226K as of Q3 2026.
  • Vanguard Morningstar Mid-Cap ETF was a new Seven Hills Financial, LLC position in Q3 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.14% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #102 holding.
  • 239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.