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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$213K Hold
2,712
– – 0.09% 97
2026
Q2
$219K Buy
+2,712
New +$210K 0.11% 77

Other funds holding VO

Catalyst Private Wealth's VO Position: Q3 2026 in Review

Catalyst Private Wealth held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 2,712 shares worth $213K. The position accounts for 0.09% of the portfolio, ranked #97.

Catalyst Private Wealth first reported a position in VO in Q2 2026 and has held it in 2 quarters since. The position peaked at $219K in Q2 2026. 1,250 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Catalyst Private Wealth held 2,712 shares of Vanguard Morningstar Mid-Cap ETF worth $213K as of Q3 2026.
  • Catalyst Private Wealth left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.09% of Catalyst Private Wealth's portfolio in Q3 2026, its #97 holding.
  • Catalyst Private Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • Catalyst Private Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $219K in Q2 2026.
  • 1,250 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Catalyst Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.