BWM
VO icon

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

Buska 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 		$6.51M Buy
82,979
+79,761
+2,479% +$6.49M 2.24% 10
2026
Q2 		$259K Buy
+3,218
New +$249K 0.09% 69

Other funds holding VO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
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
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 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
CI
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

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

Buska Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2,479% in Q3 2026, buying an estimated $6.49M and bringing the position to 82,979 shares worth $6.51M. The position accounts for 2.24% of the portfolio, ranked #10.

Buska Wealth Management first reported a position in VO in Q2 2026 and has held it in 2 quarters since. 205 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Buska Wealth Management held 82,979 shares of Vanguard Morningstar Mid-Cap ETF worth $6.51M as of Q3 2026.
  • Buska Wealth Management bought 79,761 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $6.49M.
  • Vanguard Morningstar Mid-Cap ETF made up 2.24% of Buska Wealth Management's portfolio in Q3 2026, its #10 holding.
  • Buska Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • 205 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Buska Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.