Avestar Capital
VO icon

Avestar Capital’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Avestar Capital’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 		– Sell
-7,176
Closed -$578K – 603
2026
Q2 		$578K Buy
7,176
+628
+10% +$48.7K 0.03% 344
2026
Q1 		$470K Sell
6,548
-20
-0.3% -$1.49K 0.03% 362
2025
Q4 		$477K Buy
6,568
+16
+0.2% +$1.16K 0.03% 345
2025
Q3 		$481K Buy
6,552
+2,092
+47% +$150K 0.03% 343
2025
Q2 		$312K Buy
+4,460
New +$293K 0.02% 383
2025
Q1 		– Sell
-5,668
Closed -$374K – 554
2024
Q4 		$374K Buy
+5,668
New +$385K 0.03% 343
2024
Q2 		– Sell
-62,472
Closed -$3.9M – 518
2024
Q1 		$3.9M Buy
62,472
+46,076
+281% +$2.72M 0.41% 51
2023
Q4 		$954K Buy
16,396
+1,976
+14% +$106K 0.11% 122
2023
Q3 		$751K Buy
+14,420
New +$791K 0.11% 122

Other funds holding VO

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
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
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Avestar Capital's VO Position: Q3 2026 in Review

Avestar Capital sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2026, closing a stake of 7,176 shares — an estimated $578K sold.

Avestar Capital first reported a position in VO in Q3 2023 and held it in 9 quarters. The position peaked at $3.9M in Q1 2024. 1,850 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Avestar Capital reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Avestar Capital sold 7,176 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $578K.
  • Avestar Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2023 and held it in 9 quarters.
  • Avestar Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $3.9M in Q1 2024.
  • 1,850 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.