Addis & Hill’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Addis & Hill’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	$11.2M	Hold	138,549	–	–	6.15%	4
2026 Q2	$11.2M	Sell	138,549 -11,515	-8%	-$893K	6.15%	4
2026 Q1	$10.8M	Buy	150,064 +2,984	+2%	+$222K	6.55%	4
2025 Q4	$10.7M	Sell	147,080 -400	-0.3%	-$29.1K	6.47%	4
2025 Q3	$10.8M	Buy	147,480 +1,400	+1%	+$101K	6.6%	4
2025 Q2	$10.2M	Sell	146,080 -1,600	-1%	-$105K	6.67%	4
2025 Q1	$9.5M	Buy	147,680 +6,584	+5%	+$442K	6.67%	4
2024 Q4	$9.32M	Buy	141,096 +16,468	+13%	+$1.12M	6.89%	4
2024 Q3	$8.22M	Sell	124,628 -228	-0.2%	-$14.3K	6.3%	4
2024 Q2	$7.53M	Buy	124,856 +2,548	+2%	+$155K	6.28%	4
2024 Q1	$7.54M	Buy	122,308 +44	+0%	+$2.6K	6.44%	4
2023 Q4	$7.42M	Buy	+122,264	New	+$6.53M	6.6%	4

Other funds holding VO

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

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

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

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

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

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

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

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

Addis & Hill's VO Position: Q3 2026 in Review

Addis & Hill held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 138,549 shares worth $11.2M. The position accounts for 6.15% of the portfolio, ranked #4.

Addis & Hill first reported a position in VO in Q4 2023 and has held it in 12 quarters since. 691 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Addis & Hill held 138,549 shares of Vanguard Morningstar Mid-Cap ETF worth $11.2M as of Q3 2026.
Addis & Hill left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 6.15% of Addis & Hill's portfolio in Q3 2026, its #4 holding.
Addis & Hill first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
691 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Addis & Hill's 13F filing for Q3 2026, filed 19 Oct 2026.