Border to Coast Pensions Partnership’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Border to Coast Pensions Partnership’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	$339M	Buy	4,328,422 +255,674	+6%	+$20.8M	4.66%	5
2026 Q2	$328M	Hold	4,072,748	–	–	4.83%	5
2026 Q1	$293M	Sell	4,072,748 -499,580	-11%	-$37.1M	4.95%	4
2025 Q4	$332M	Sell	4,572,328 -268,272	-6%	-$19.5M	5.79%	4
2025 Q3	$355M	Hold	4,840,600	–	–	6.19%	3
2025 Q2	$339M	Hold	4,840,600	–	–	6.22%	3
2025 Q1	$313M	Hold	4,840,600	–	–	6.41%	1
2024 Q4	$319M	Buy	4,840,600 +160,968	+3%	+$10.9M	6.26%	2
2024 Q3	$308M	Buy	+4,679,632	New	+$294M	6.28%	2
2024 Q2	–	Sell	-4,639,548	Closed	-$290M	–	83
2024 Q1	$290M	Hold	4,639,548	–	–	6.47%	2
2023 Q4	$270M	Buy	4,639,548 +91,200	+2%	+$4.87M	6.59%	2
2023 Q3	$237M	Hold	4,548,348	–	–	6.32%	1
2023 Q2	$250M	Buy	4,548,348 +400,000	+10%	+$21M	6.28%	3
2023 Q1	$219M	Buy	4,148,348 +834,864	+25%	+$44.4M	5.87%	3
2022 Q4	$169M	Sell	3,313,484 -220,000	-6%	-$11.2M	5.41%	1
2022 Q3	$166M	Hold	3,533,484	–	–	5.37%	3
2022 Q2	$174M	Buy	3,533,484 +558,244	+19%	+$30.2M	5.41%	2
2022 Q1	$177M	Sell	2,975,240 -365,400	-11%	-$21.4M	5.02%	3
2021 Q4	$213M	Hold	3,340,640	–	–	7.16%	2
2021 Q3	$212M	Sell	3,340,640 -280,000	-8%	-$16.9M	7.2%	2
2021 Q2	$216M	Buy	+3,620,640	New	+$210M	7.55%	1

Other funds holding VO

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

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

FFA

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Border to Coast Pensions Partnership's VO Position: Q3 2026 in Review

Border to Coast Pensions Partnership increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.3% in Q3 2026, buying an estimated $20.8M and bringing the position to 4,328,422 shares worth $339M. The position accounts for 4.66% of the portfolio, ranked #5.

Border to Coast Pensions Partnership first reported a position in VO in Q2 2021 and has held it in 21 quarters since. The position peaked at $355M in Q3 2025. 162 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Border to Coast Pensions Partnership held 4,328,422 shares of Vanguard Morningstar Mid-Cap ETF worth $339M as of Q3 2026.
Border to Coast Pensions Partnership bought 255,674 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $20.8M.
Vanguard Morningstar Mid-Cap ETF made up 4.66% of Border to Coast Pensions Partnership's portfolio in Q3 2026, its #5 holding.
Border to Coast Pensions Partnership first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and has held it in 21 quarters since.
Border to Coast Pensions Partnership's Vanguard Morningstar Mid-Cap ETF position peaked at $355M in Q3 2025.
162 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Border to Coast Pensions Partnership's 13F filing for Q3 2026, filed 9 Oct 2026.