Aspect Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Aspect Partners’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	$68.1K	Hold	868	–	–	0.03%	133
2026 Q2	$69.9K	Hold	868	–	–	0.03%	127
2026 Q1	$62.3K	Hold	868	–	–	0.03%	131
2025 Q4	$63K	Hold	868	–	–	0.03%	131
2025 Q3	$63.7K	Sell	868 -600	-41%	-$43.1K	0.03%	140
2025 Q2	$103K	Buy	1,468 +1,436	+4,488%	+$94.3K	0.05%	111
2025 Q1	$2.07K	Buy	+32	New	+$2.15K	﹤0.01%	447

Other funds holding VO

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

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 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

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Aspect Partners's VO Position: Q3 2026 in Review

Aspect Partners held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 868 shares worth $68.1K. The position accounts for 0.03% of the portfolio, ranked #133.

Aspect Partners first reported a position in VO in Q1 2025 and has held it in 7 quarters since. The position peaked at $103K in Q2 2025. 912 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Aspect Partners held 868 shares of Vanguard Morningstar Mid-Cap ETF worth $68.1K as of Q3 2026.
Aspect Partners left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Aspect Partners's portfolio in Q3 2026, its #133 holding.
Aspect Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 7 quarters since.
Aspect Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $103K in Q2 2025.
912 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.