ARS Wealth Advisors Group
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ARS Wealth Advisors Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

ARS Wealth Advisors Group’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 		$270K Sell
3,446
-956
-22% -$77.8K 0.02% 189
2026
Q2 		$355K Sell
4,402
-70
-2% -$5.43K 0.03% 168
2026
Q1 		$321K Buy
4,472
+192
+4% +$14.3K 0.03% 155
2025
Q4 		$311K Sell
4,280
-396
-8% -$28.8K 0.03% 146
2025
Q3 		$343K Sell
4,676
-764
-14% -$54.9K 0.03% 130
2025
Q2 		$381K Buy
5,440
+320
+6% +$21K 0.04% 117
2025
Q1 		$331K Buy
5,120
+404
+9% +$27.1K 0.05% 113
2024
Q4 		$312K Hold
4,716
– – 0.04% 117
2024
Q3 		$311K Buy
4,716
+80
+2% +$5.02K 0.04% 131
2024
Q2 		$281K Sell
4,636
-696
-13% -$42.3K 0.04% 133
2024
Q1 		$333K Buy
5,332
+1,504
+39% +$88.9K 0.05% 122
2023
Q4 		$223K Sell
3,828
-4,372
-53% -$234K 0.03% 142
2023
Q3 		$427K Buy
8,200
+4,376
+114% +$240K 0.07% 97
2023
Q2 		$210K Buy
3,824
+28
+0.7% +$1.47K 0.03% 133
2023
Q1 		$200K Sell
3,796
-1,452
-28% -$77.2K 0.04% 117
2022
Q4 		$267K Buy
+5,248
New +$267K 0.04% 114
2022
Q2 		– Sell
-3,428
Closed -$204K – 164
2022
Q1 		$204K Sell
3,428
-148
-4% -$8.68K 0.04% 124
2021
Q4 		$228K Buy
3,576
+148
+4% +$9.28K 0.04% 132
2021
Q3 		$203K Buy
+3,428
New +$207K 0.04% 129

Other funds holding VO

Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

ARS Wealth Advisors Group's VO Position: Q3 2026 in Review

ARS Wealth Advisors Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 22% in Q3 2026, selling an estimated $77.8K and leaving 3,446 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #189.

ARS Wealth Advisors Group first reported a position in VO in Q3 2021 and has held it in 19 quarters since. The position peaked at $427K in Q3 2023. 1,137 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • ARS Wealth Advisors Group held 3,446 shares of Vanguard Morningstar Mid-Cap ETF worth $270K as of Q3 2026.
  • ARS Wealth Advisors Group sold 956 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $77.8K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.02% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #189 holding.
  • ARS Wealth Advisors Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2021 and has held it in 19 quarters since.
  • ARS Wealth Advisors Group's Vanguard Morningstar Mid-Cap ETF position peaked at $427K in Q3 2023.
  • 1,137 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.