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

Boyd 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 		$3.7M Sell
47,144
-839
-2% -$68.2K 1.29% 15
2026
Q2 		$3.87M Sell
47,983
-277
-0.6% -$21.5K 1.46% 15
2026
Q1 		$3.46M Sell
48,260
-408
-0.8% -$30.3K 1.47% 16
2025
Q4 		$3.53M Sell
48,668
-48
-0.1% -$3.49K 1.5% 16
2025
Q3 		$3.58M Sell
48,716
-820
-2% -$58.9K 1.54% 15
2025
Q2 		$3.47M Buy
49,536
+12,076
+32% +$793K 1.5% 15
2025
Q1 		$2.42M Buy
37,460
+3,520
+10% +$236K 1.21% 14
2024
Q4 		$2.24M Sell
33,940
-92
-0.3% -$6.25K 1.11% 16
2024
Q3 		$2.24M Hold
34,032
– – 1.14% 17
2024
Q2 		$2.06M Sell
34,032
-156
-0.5% -$9.48K 1.14% 17
2024
Q1 		$2.14M Hold
34,188
– – 1.22% 16
2023
Q4 		$1.99M Buy
34,188
+32
+0.1% +$1.71K 1.24% 16
2023
Q3 		$1.78M Sell
34,156
-240
-0.7% -$13.2K 1.19% 16
2023
Q2 		$1.89M Sell
34,396
-180
-0.5% -$9.44K 1.15% 17
2023
Q1 		$1.82M Buy
34,576
+644
+2% +$34.3K 1.27% 16
2022
Q4 		$1.73M Sell
33,932
-7,400
-18% -$377K 1.27% 17
2022
Q3 		$1.94M Sell
41,332
-548
-1% -$28.6K 1.55% 13
2022
Q2 		$2.06M Buy
41,880
+776
+2% +$41.9K 1.68% 14
2022
Q1 		$2.44M Buy
41,104
+2,856
+7% +$168K 1.83% 13
2021
Q4 		$2.44M Buy
+38,248
New +$2.4M 1.77% 15

Other funds holding VO

Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Boyd Wealth Management's VO Position: Q3 2026 in Review

Boyd Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.7% in Q3 2026, selling an estimated $68.2K and leaving 47,144 shares worth $3.7M. The position accounts for 1.29% of the portfolio, ranked #15.

Boyd Wealth Management first reported a position in VO in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.87M in Q2 2026. 682 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Boyd Wealth Management held 47,144 shares of Vanguard Morningstar Mid-Cap ETF worth $3.7M as of Q3 2026.
  • Boyd Wealth Management sold 839 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $68.2K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.29% of Boyd Wealth Management's portfolio in Q3 2026, its #15 holding.
  • Boyd Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Boyd Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $3.87M in Q2 2026.
  • 682 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Boyd Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.