Atwood & Palmer’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Atwood & Palmer’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	$201K	Buy	2,560 +444	+21%	+$36.1K	0.01%	165
2026 Q2	$170K	Hold	2,116	–	–	0.01%	167
2026 Q1	$152K	Buy	+2,116	New	+$157K	0.01%	170
2023 Q3	–	Sell	-340	Closed	-$18.7K	–	434
2023 Q2	$18.7K	Hold	340	–	–	﹤0.01%	278
2023 Q1	$17.9K	Hold	340	–	–	﹤0.01%	270
2022 Q4	$17.3K	Hold	340	–	–	﹤0.01%	295
2022 Q3	$16K	Sell	340 -800	-70%	-$41.8K	﹤0.01%	285
2022 Q2	$56K	Sell	1,140 -280	-20%	-$15.1K	0.01%	203
2022 Q1	$84K	Hold	1,420	–	–	0.01%	189
2021 Q4	$90K	Sell	1,420 -600	-30%	-$37.6K	0.01%	197
2021 Q3	$120K	Hold	2,020	–	–	0.01%	176
2021 Q2	$120K	Sell	2,020 -2,108	-51%	-$122K	0.01%	174
2021 Q1	$228K	Hold	4,128	–	–	0.02%	136
2020 Q4	$213K	Hold	4,128	–	–	0.02%	133
2020 Q3	$182K	Sell	4,128 -156	-4%	-$6.8K	0.02%	133
2020 Q2	$176K	Hold	4,284	–	–	0.02%	131
2020 Q1	$141K	Hold	4,284	–	–	0.02%	133
2019 Q4	$191K	Hold	4,284	–	–	0.02%	126
2019 Q3	$180K	Hold	4,284	–	–	0.02%	129
2019 Q2	$179K	Hold	4,284	–	–	0.02%	129
2019 Q1	$172K	Hold	4,284	–	–	0.02%	128
2018 Q4	$148K	Hold	4,284	–	–	0.02%	133
2018 Q3	$176K	Buy	4,284 +156	+4%	+$6.37K	0.02%	129
2018 Q2	$163K	Sell	4,128 -10,000	-71%	-$393K	0.02%	134
2018 Q1	$545K	Buy	14,128 +1,220	+9%	+$48K	0.08%	81
2017 Q4	$499K	Hold	12,908	–	–	0.07%	80
2017 Q3	$474K	Sell	12,908 -1,200	-9%	-$43.3K	0.07%	83
2017 Q2	$503K	Buy	14,108 +11,200	+385%	+$396K	0.08%	82
2017 Q1	$101K	Buy	+2,908	New	+$99.9K	0.02%	148
2015 Q1	–	Sell	-156	Closed	-$5K	–	347
2014 Q4	$5K	Sell	156 -304	-66%	-$9.16K	﹤0.01%	339
2014 Q3	$13K	Buy	+460	New	+$13.7K	﹤0.01%	287

Other funds holding VO

BTCPP

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

SWM

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

MPWT

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

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

AWM

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

VVP

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

PFA

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

CWM

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Atwood & Palmer's VO Position: Q3 2026 in Review

Atwood & Palmer increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 21% in Q3 2026, buying an estimated $36.1K and bringing the position to 2,560 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #165.

Atwood & Palmer first reported a position in VO in Q3 2014 and has held it in 31 quarters since. The position peaked at $545K in Q1 2018. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Atwood & Palmer held 2,560 shares of Vanguard Morningstar Mid-Cap ETF worth $201K as of Q3 2026.
Atwood & Palmer bought 444 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $36.1K.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Atwood & Palmer's portfolio in Q3 2026, its #165 holding.
Atwood & Palmer first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2014 and has held it in 31 quarters since.
Atwood & Palmer's Vanguard Morningstar Mid-Cap ETF position peaked at $545K in Q1 2018.
354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.