Atlantic Private Wealth
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Atlantic Private Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Atlantic Private Wealth’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 		$5.33K Buy
+68
New +$5.53K ﹤0.01% 202
2025
Q2 		– Sell
-620
Closed -$40.1K – 255
2025
Q1 		$40.1K Buy
+620
New +$41.6K 0.03% 120
2023
Q4 		– Sell
-80
Closed -$4.16K – 116
2023
Q3 		$4.16K Buy
+80
New +$4.39K ﹤0.01% 95

Other funds holding VO

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Atlantic Private Wealth's VO Position: Q3 2026 in Review

Atlantic Private Wealth opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2026: 68 shares worth $5.33K. The stake represents ﹤0.01% of the portfolio and ranks #202 among its holdings. This is a return to the name: Atlantic Private Wealth previously reported a position in VO as recently as Q1 2025.

Atlantic Private Wealth first reported a position in VO in Q3 2023 and has held it in 3 quarters since. The position peaked at $40.1K in Q1 2025. 1,745 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Atlantic Private Wealth held 68 shares of Vanguard Morningstar Mid-Cap ETF worth $5.33K as of Q3 2026.
  • Vanguard Morningstar Mid-Cap ETF was a new Atlantic Private Wealth position in Q3 2026.
  • Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q3 2026, its #202 holding.
  • Atlantic Private Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2023 and has held it in 3 quarters since.
  • Atlantic Private Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $40.1K in Q1 2025.
  • 1,745 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Atlantic Private Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.