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Burkett Financial Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Burkett Financial Services’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 		$580K Buy
7,391
+27
+0.4% +$2.2K 0.17% 34
2026
Q2 		$593K Sell
7,364
-192
-3% -$14.9K 0.19% 35
2026
Q1 		$543K Buy
7,556
+244
+3% +$18.1K 0.19% 36
2025
Q4 		$531K Sell
7,312
-40
-0.5% -$2.91K 0.18% 36
2025
Q3 		$540K Buy
7,352
+28
+0.4% +$2.01K 0.19% 36
2025
Q2 		$512K Hold
7,324
– – 0.18% 35
2025
Q1 		$474K Sell
7,324
-136
-2% -$9.13K 0.19% 35
2024
Q4 		$493K Sell
7,460
-168
-2% -$11.4K 0.2% 33
2024
Q3 		$503K Buy
7,628
+56
+0.7% +$3.52K 0.21% 33
2024
Q2 		$458K Sell
7,572
-128
-2% -$7.78K 0.24% 32
2024
Q1 		$481K Buy
7,700
+28
+0.4% +$1.66K 0.25% 31
2023
Q4 		$446K Buy
+7,672
New +$410K 0.25% 33

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
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
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Burkett Financial Services's VO Position: Q3 2026 in Review

Burkett Financial Services increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.37% in Q3 2026, buying an estimated $2.2K and bringing the position to 7,391 shares worth $580K. The position accounts for 0.17% of the portfolio, ranked #34.

Burkett Financial Services first reported a position in VO in Q4 2023 and has held it in 12 quarters since. The position peaked at $593K in Q2 2026. 18 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Burkett Financial Services held 7,391 shares of Vanguard Morningstar Mid-Cap ETF worth $580K as of Q3 2026.
  • Burkett Financial Services bought 27 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $2.2K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.17% of Burkett Financial Services's portfolio in Q3 2026, its #34 holding.
  • Burkett Financial Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's Vanguard Morningstar Mid-Cap ETF position peaked at $593K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.