C2C Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

C2C 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	$242K	Hold	3,088	–	–	0.19%	79
2026 Q2	$249K	Hold	3,088	–	–	0.19%	79
2026 Q1	$222K	Hold	3,088	–	–	0.19%	84
2025 Q4	$224K	Hold	3,088	–	–	0.19%	83
2025 Q3	$227K	Hold	3,088	–	–	0.19%	80
2025 Q2	$216K	Buy	+3,088	New	+$203K	0.2%	78
2025 Q1	–	Sell	-3,088	Closed	-$204K	–	89
2024 Q4	$204K	Hold	3,088	–	–	0.19%	81
2024 Q3	$203K	Buy	+3,088	New	+$194K	0.19%	82
2023 Q3	–	Sell	-3,648	Closed	-$207K	–	250
2023 Q2	$207K	Buy	+3,648	New	+$191K	0.03%	231
2022 Q2	–	Sell	-3,648	Closed	-$217K	–	210
2022 Q1	$217K	Buy	+3,648	New	+$214K	0.04%	188

Other funds holding VO

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

C2C Wealth Management's VO Position: Q3 2026 in Review

C2C Wealth Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 3,088 shares worth $242K. The position accounts for 0.19% of the portfolio, ranked #79.

C2C Wealth Management first reported a position in VO in Q1 2022 and has held it in 10 quarters since. The position peaked at $249K in Q2 2026. 1,745 funds tracked by Wall St. Rank hold VO as of Q3 2026.

C2C Wealth Management held 3,088 shares of Vanguard Morningstar Mid-Cap ETF worth $242K as of Q3 2026.
C2C Wealth Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.19% of C2C Wealth Management's portfolio in Q3 2026, its #79 holding.
C2C Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 10 quarters since.
C2C Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $249K in Q2 2026.
1,745 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on C2C Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.