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

Aprio 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	$2.83M	Sell	36,079 -2,526	-7%	-$205K	0.13%	120
2026 Q2	$3.11M	Sell	38,605 -8,647	-18%	-$670K	0.15%	111
2026 Q1	$3.39M	Buy	47,252 +42,700	+938%	+$3.17M	0.19%	91
2025 Q4	$3.45M	Buy	+4,552	New	+$331K	0.2%	88
2023 Q1	–	Sell	-3,992	Closed	-$203K	–	144
2022 Q4	$203K	Sell	3,992 -1,056	-21%	-$53.8K	0.07%	119
2022 Q3	$237K	Buy	+5,048	New	+$264K	0.1%	91
2021 Q3	–	Sell	-3,724	Closed	-$221K	–	78
2021 Q2	$221K	Buy	+3,724	New	+$216K	0.1%	60

Other funds holding VO

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

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

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

Aprio Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.5% in Q3 2026, selling an estimated $205K and leaving 36,079 shares worth $2.83M. The position accounts for 0.13% of the portfolio, ranked #120.

Aprio Wealth Management first reported a position in VO in Q2 2021 and has held it in 7 quarters since. The position peaked at $3.45M in Q4 2025. 2,059 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Aprio Wealth Management held 36,079 shares of Vanguard Morningstar Mid-Cap ETF worth $2.83M as of Q3 2026.
Aprio Wealth Management sold 2,526 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $205K.
Vanguard Morningstar Mid-Cap ETF made up 0.13% of Aprio Wealth Management's portfolio in Q3 2026, its #120 holding.
Aprio Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and has held it in 7 quarters since.
Aprio Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $3.45M in Q4 2025.
2,059 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.