Concord Wealth Partners
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Concord Wealth Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Concord Wealth Partners’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 		$58.7K Buy
749
+2
+0.3% +$163 0.01% 319
2026
Q2 		$60.2K Buy
+747
New +$57.9K 0.01% 342
2026
Q1 		– Sell
-744
Closed -$53.8K – 765
2025
Q4 		$53.8K Sell
744
-468
-39% -$34K 0.01% 317
2025
Q3 		$89K Sell
1,212
-248
-17% -$17.8K 0.01% 268
2025
Q2 		$102K Buy
1,460
+252
+21% +$16.5K 0.01% 266
2025
Q1 		$78K Buy
1,208
+8
+0.7% +$537 0.01% 267
2024
Q4 		$79.3K Buy
1,200
+4
+0.3% +$272 0.01% 274
2024
Q3 		$78.9K Buy
1,196
+8
+0.7% +$502 0.01% 279
2024
Q2 		$71.9K Hold
1,188
– – 0.01% 265
2024
Q1 		$74.2K Buy
1,188
+4
+0.3% +$236 0.01% 302
2023
Q4 		$68.8K Sell
1,184
-28
-2% -$1.5K 0.01% 313
2023
Q3 		$63.2K Buy
1,212
+40
+3% +$2.19K 0.01% 343
2023
Q2 		$64.5K Buy
1,172
+4
+0.3% +$210 0.01% 324
2023
Q1 		$61.6K Sell
1,168
-152
-12% -$8.09K 0.02% 318
2022
Q4 		$67.3K Buy
+1,320
New +$67.2K 0.02% 318
2022
Q3 		– Sell
-836
Closed -$41K – 1120
2022
Q2 		$41K Buy
836
+32
+4% +$1.73K 0.01% 406
2022
Q1 		$48K Buy
804
+4
+0.5% +$235 0.01% 453
2021
Q4 		$51K Buy
800
+676
+545% +$42.4K 0.01% 453
2021
Q3 		$7K Sell
124
-20
-14% -$1.21K ﹤0.01% 540
2021
Q2 		$9K Hold
144
– – ﹤0.01% 643
2021
Q1 		$8K Hold
144
– – ﹤0.01% 611
2020
Q4 		$7K Buy
+144
New +$6.97K 0.01% 394

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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Border to Coast Pensions Partnership
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Commonwealth Equity Services
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Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Concord Wealth Partners's VO Position: Q3 2026 in Review

Concord Wealth Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.27% in Q3 2026, buying an estimated $163 and bringing the position to 749 shares worth $58.7K. The position accounts for 0.01% of the portfolio, ranked #319.

Concord Wealth Partners first reported a position in VO in Q4 2020 and has held it in 22 quarters since. The position peaked at $102K in Q2 2025. 1,745 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Concord Wealth Partners held 749 shares of Vanguard Morningstar Mid-Cap ETF worth $58.7K as of Q3 2026.
  • Concord Wealth Partners bought 2 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $163.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #319 holding.
  • Concord Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $102K in Q2 2025.
  • 1,745 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.