Rothwell Investment Advisors, LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Rothwell Investment Advisors, 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	$11.1K	Buy	+142	New	+$11.6K	0.01%	756

Other funds holding VO

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LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Rothwell Investment Advisors, LLC's VO Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2026: 142 shares worth $11.1K. The stake represents 0.01% of the portfolio and ranks #756 among its holdings.

1,651 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Rothwell Investment Advisors, LLC held 142 shares of Vanguard Morningstar Mid-Cap ETF worth $11.1K as of Q3 2026.
Vanguard Morningstar Mid-Cap ETF was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #756 holding.
1,651 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.