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Colton Groome Financial Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Colton Groome Financial Advisors’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 		$298K Sell
3,796
-128
-3% -$10.4K 0.07% 125
2026
Q2 		$316K Buy
+3,924
New +$304K 0.08% 126

Other funds holding VO

Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Venture Visionary Partners
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
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
PCTC
Perkins Coie Trust Company Seattle, Washington $626M AUM 18.31% 1-Year Est. Return

Colton Groome Financial Advisors's VO Position: Q3 2026 in Review

Colton Groome Financial Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.3% in Q3 2026, selling an estimated $10.4K and leaving 3,796 shares worth $298K. The position accounts for 0.07% of the portfolio, ranked #125.

Colton Groome Financial Advisors first reported a position in VO in Q2 2026 and has held it in 2 quarters since. The position peaked at $316K in Q2 2026. 390 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Colton Groome Financial Advisors held 3,796 shares of Vanguard Morningstar Mid-Cap ETF worth $298K as of Q3 2026.
  • Colton Groome Financial Advisors sold 128 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $10.4K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.07% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #125 holding.
  • Colton Groome Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • Colton Groome Financial Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $316K in Q2 2026.
  • 390 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.