Chapin Davis’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Chapin Davis’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	$1.58M	Buy	20,156 +1,367	+7%	+$111K	0.3%	64
2026 Q2	$1.51M	Buy	18,789 +61	+0.3%	+$4.73K	0.27%	67
2026 Q1	$1.34M	Buy	18,728 +1,664	+10%	+$124K	0.3%	67
2025 Q4	$1.24M	Buy	17,064 +4	+0%	+$291	0.29%	73
2025 Q3	$1.25M	Buy	17,060 +392	+2%	+$28.2K	0.31%	72
2025 Q2	$1.17M	Buy	16,668 +528	+3%	+$34.7K	0.32%	71
2025 Q1	$1.04M	Sell	16,140 -612	-4%	-$41.1K	0.36%	66
2024 Q4	$1.1M	Hold	16,752	–	–	0.36%	68
2024 Q3	$1.1M	Buy	16,752 +212	+1%	+$13.3K	0.36%	69
2024 Q2	$1M	Buy	16,540 +32	+0.2%	+$1.95K	0.34%	68
2024 Q1	$1.03M	Buy	16,508 +520	+3%	+$30.7K	0.38%	65
2023 Q4	$930K	Hold	15,988	–	–	0.39%	65
2023 Q3	$832K	Buy	15,988 +2,124	+15%	+$116K	0.4%	66
2023 Q2	$763K	Buy	13,864 +352	+3%	+$18.5K	0.36%	75
2023 Q1	$713K	Buy	13,512 +3,768	+39%	+$200K	0.37%	75
2022 Q4	$496K	Buy	+9,744	New	+$496K	0.29%	93

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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Chapin Davis's VO Position: Q3 2026 in Review

Chapin Davis increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 7.3% in Q3 2026, buying an estimated $111K and bringing the position to 20,156 shares worth $1.58M. The position accounts for 0.3% of the portfolio, ranked #64.

Chapin Davis first reported a position in VO in Q4 2022 and has held it in 16 quarters since. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Chapin Davis held 20,156 shares of Vanguard Morningstar Mid-Cap ETF worth $1.58M as of Q3 2026.
Chapin Davis bought 1,367 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $111K.
Vanguard Morningstar Mid-Cap ETF made up 0.3% of Chapin Davis's portfolio in Q3 2026, its #64 holding.
Chapin Davis first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 16 quarters since.
354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.