BCK Partners
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BCK Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

BCK Partners’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 		$30.3M Sell
386,793
-1,541
-0.4% -$125K 14.78% 3
2026
Q2 		$31.3M Buy
388,334
+3,586
+0.9% +$278K 15.08% 3
2026
Q1 		$27.6M Buy
384,748
+4,520
+1% +$336K 14.91% 3
2025
Q4 		$27.6M Sell
380,228
-6,876
-2% -$500K 14.91% 3
2025
Q3 		$28.4M Buy
387,104
+15,880
+4% +$1.14M 15.31% 3
2025
Q2 		$26M Buy
371,224
+84
+0% +$5.51K 15.24% 3
2025
Q1 		$24M Buy
371,140
+3,256
+0.9% +$219K 14.97% 3
2024
Q4 		$24.3M Sell
367,884
-111,640
-23% -$7.58M 14.89% 3
2024
Q3 		$31.6M Buy
479,524
+4,508
+0.9% +$283K 15.09% 3
2024
Q2 		$28.8M Buy
475,016
+3,848
+0.8% +$234K 14.86% 3
2024
Q1 		$29.4M Sell
471,168
-844
-0.2% -$49.9K 15.75% 3
2023
Q4 		$27.5M Buy
472,012
+1,812
+0.4% +$96.8K 15.59% 3
2023
Q3 		$24.5M Buy
470,200
+16,204
+4% +$889K 15.26% 3
2023
Q2 		$25M Sell
453,996
-908
-0.2% -$47.6K 15.63% 3
2023
Q1 		$24M Buy
454,904
+1,520
+0.3% +$80.9K 15.6% 3
2022
Q4 		$23.1M Buy
453,384
+21,980
+5% +$1.12M 15.66% 3
2022
Q3 		$20.3M Sell
431,404
-18,752
-4% -$980K 14.67% 3
2022
Q2 		$22.2M Buy
450,156
+7,476
+2% +$404K 15.51% 3
2022
Q1 		$26.3M Buy
442,680
+9,800
+2% +$575K 16.23% 3
2021
Q4 		$27.6M Sell
432,880
-11,536
-3% -$723K 16.51% 3
2021
Q3 		$26.3M Buy
444,416
+7,928
+2% +$479K 16.7% 3
2021
Q2 		$25.9M Buy
436,488
+948
+0.2% +$54.9K 17.13% 3
2021
Q1 		$25.1M Buy
435,540
+8,540
+2% +$463K 17.88% 2
2020
Q4 		$22.1M Buy
+427,000
New +$20.7M 19.22% 2

Other funds holding VO

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

BCK Partners's VO Position: Q3 2026 in Review

BCK Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.4% in Q3 2026, selling an estimated $125K and leaving 386,793 shares worth $30.3M. The position accounts for 14.78% of the portfolio, ranked #3.

BCK Partners first reported a position in VO in Q4 2020 and has held it in 24 quarters since. The position peaked at $31.6M in Q3 2024. 1,330 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • BCK Partners held 386,793 shares of Vanguard Morningstar Mid-Cap ETF worth $30.3M as of Q3 2026.
  • BCK Partners sold 1,541 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $125K.
  • Vanguard Morningstar Mid-Cap ETF made up 14.78% of BCK Partners's portfolio in Q3 2026, its #3 holding.
  • BCK Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • BCK Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $31.6M in Q3 2024.
  • 1,330 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on BCK Partners's 13F filing for Q3 2026, filed 23 Oct 2026.