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Baker Tilly Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Baker Tilly Wealth Management’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 		$3.61M Sell
46,034
-2,849
-6% -$232K 0.71% 30
2026
Q2 		$3.94M Buy
48,883
+2,335
+5% +$181K 0.84% 26
2026
Q1 		$3.34M Buy
46,548
+420
+0.9% +$31.2K 0.81% 28
2025
Q4 		$3.35M Buy
46,128
+9,784
+27% +$712K 0.82% 29
2025
Q3 		$2.67M Buy
36,344
+4,988
+16% +$358K 0.6% 36
2025
Q2 		$2.19M Buy
31,356
+6,936
+28% +$455K 0.78% 25
2025
Q1 		$1.58M Buy
24,420
+2,768
+13% +$186K 0.62% 27
2024
Q4 		$1.43M Buy
21,652
+5,188
+32% +$352K 0.56% 36
2024
Q3 		$1.09M Buy
16,464
+360
+2% +$22.6K 0.48% 47
2024
Q2 		$975K Sell
16,104
-12
-0.1% -$729 0.4% 51
2024
Q1 		$1.01M Sell
16,116
-2,024
-11% -$120K 0.18% 123
2023
Q4 		$1.05M Buy
18,140
+880
+5% +$47K 0.17% 130
2023
Q3 		$899K Buy
17,260
+32
+0.2% +$1.75K 0.15% 145
2023
Q2 		$948K Buy
17,228
+1,680
+11% +$88.1K 0.1% 207
2023
Q1 		$820K Buy
15,548
+9,236
+146% +$491K 0.09% 234
2022
Q4 		$322K Buy
6,312
+1,616
+34% +$82.3K 0.04% 422
2022
Q3 		$221K Buy
4,696
+180
+4% +$9.41K 0.03% 457
2022
Q2 		$222K Sell
4,516
-3,948
-47% -$213K 0.03% 458
2022
Q1 		$503K Buy
8,464
+2,540
+43% +$149K 0.06% 343
2021
Q4 		$377K Buy
5,924
+352
+6% +$22.1K 0.04% 401
2021
Q3 		$330K Buy
+5,572
New +$337K 0.04% 401
2021
Q1 		– Sell
-4,988
Closed -$258K – 478
2020
Q4 		$258K Buy
+4,988
New +$242K 0.08% 271

Other funds holding VO

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
AT
Adelphi Trust Saint Petersburg, Florida $152M AUM 20.39% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Baker Tilly Wealth Management's VO Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.8% in Q3 2026, selling an estimated $232K and leaving 46,034 shares worth $3.61M. The position accounts for 0.71% of the portfolio, ranked #30.

Baker Tilly Wealth Management first reported a position in VO in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.94M in Q2 2026. 33 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Baker Tilly Wealth Management held 46,034 shares of Vanguard Morningstar Mid-Cap ETF worth $3.61M as of Q3 2026.
  • Baker Tilly Wealth Management sold 2,849 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $232K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.71% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #30 holding.
  • Baker Tilly Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Baker Tilly Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $3.94M in Q2 2026.
  • 33 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.