BostonPremier Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

BostonPremier Wealth’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	$263K	Hold	3,360	–	–	0.11%	65
2026 Q2	$271K	Hold	3,360	–	–	0.12%	62
2026 Q1	$241K	Hold	3,360	–	–	0.12%	60
2025 Q4	$244K	Hold	3,360	–	–	0.12%	58
2025 Q3	$247K	Buy	+3,360	New	+$241K	0.12%	59

Other funds holding VO

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

BostonPremier Wealth's VO Position: Q3 2026 in Review

BostonPremier Wealth held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 3,360 shares worth $263K. The position accounts for 0.11% of the portfolio, ranked #65.

BostonPremier Wealth first reported a position in VO in Q3 2025 and has held it in 5 quarters since. The position peaked at $271K in Q2 2026. 912 funds tracked by Wall St. Rank hold VO as of Q3 2026.

BostonPremier Wealth held 3,360 shares of Vanguard Morningstar Mid-Cap ETF worth $263K as of Q3 2026.
BostonPremier Wealth left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.11% of BostonPremier Wealth's portfolio in Q3 2026, its #65 holding.
BostonPremier Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2025 and has held it in 5 quarters since.
BostonPremier Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $271K in Q2 2026.
912 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on BostonPremier Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.