AWE
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Avidian Wealth Enterprises’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Avidian Wealth Enterprises’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 		$14.5M Sell
185,250
-17,537
-9% -$1.43M 0.4% 44
2026
Q2 		$16.3M Buy
202,787
+14,171
+8% +$1.1M 0.45% 39
2026
Q1 		$13.5M Sell
188,616
-3,092
-2% -$230K 0.43% 41
2025
Q4 		$13.9M Sell
191,708
-3,316
-2% -$241K 0.51% 37
2025
Q3 		$14.3M Sell
195,024
-21,472
-10% -$1.54M 0.54% 32
2025
Q2 		$15.1M Sell
216,496
-2,056
-0.9% -$135K 0.62% 33
2025
Q1 		$14.1M Sell
218,552
-3,612
-2% -$242K 0.63% 34
2024
Q4 		$14.7M Sell
222,164
-4,920
-2% -$334K 0.66% 30
2024
Q3 		$15M Sell
227,084
-9,688
-4% -$608K 0.68% 31
2024
Q2 		$14.3M Buy
236,772
+23,700
+11% +$1.44M 0.6% 27
2024
Q1 		$13.3M Sell
213,072
-16,228
-7% -$959K 0.65% 30
2023
Q4 		$13.3M Sell
229,300
-69,912
-23% -$3.74M 0.82% 27
2023
Q3 		$15.6M Sell
299,212
-57,028
-16% -$3.13M 1.1% 18
2023
Q2 		$19.6M Buy
356,240
+77,548
+28% +$4.07M 1.28% 13
2023
Q1 		$14.7M Buy
+278,692
New +$14.8M 0.81% 29
2022
Q1 		– Sell
-7,984
Closed -$509K – 580
2021
Q4 		$509K Buy
+7,984
New +$500K 0.03% 297

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
DC
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
CI
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

Avidian Wealth Enterprises's VO Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8.6% in Q3 2026, selling an estimated $1.43M and leaving 185,250 shares worth $14.5M. The position accounts for 0.4% of the portfolio, ranked #44.

Avidian Wealth Enterprises first reported a position in VO in Q4 2021 and has held it in 16 quarters since. The position peaked at $19.6M in Q2 2023. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Avidian Wealth Enterprises held 185,250 shares of Vanguard Morningstar Mid-Cap ETF worth $14.5M as of Q3 2026.
  • Avidian Wealth Enterprises sold 17,537 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $1.43M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.4% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #44 holding.
  • Avidian Wealth Enterprises first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 16 quarters since.
  • Avidian Wealth Enterprises's Vanguard Morningstar Mid-Cap ETF position peaked at $19.6M in Q2 2023.
  • 354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.