Courage Miller Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Courage Miller 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	–	Sell	-3,992	Closed	-$322K	–	95
2026 Q2	$322K	Hold	3,992	–	–	0.08%	77
2026 Q1	$287K	Hold	3,992	–	–	0.08%	81
2025 Q4	$290K	Hold	3,992	–	–	0.09%	73
2025 Q3	$293K	Sell	3,992 -12	-0.3%	-$862	0.09%	71
2025 Q2	$280K	Buy	+4,004	New	+$263K	0.09%	74
2025 Q1	–	Sell	-3,464	Closed	-$229K	–	83
2024 Q4	$229K	Hold	3,464	–	–	0.08%	76
2024 Q3	$228K	Hold	3,464	–	–	0.08%	78
2024 Q2	$210K	Hold	3,464	–	–	0.08%	78
2024 Q1	$216K	Buy	+3,464	New	+$205K	0.07%	85
2023 Q3	–	Sell	-3,732	Closed	-$205K	–	79
2023 Q2	$205K	Buy	+3,732	New	+$196K	0.09%	75

Other funds holding VO

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

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Courage Miller Partners's VO Position: Q3 2026 in Review

Courage Miller Partners sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2026, closing a stake of 3,992 shares — an estimated $322K sold.

Courage Miller Partners first reported a position in VO in Q2 2023 and held it in 10 quarters. The position peaked at $322K in Q2 2026. 1,488 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Courage Miller Partners reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q3 2026 after selling out during the quarter.
Courage Miller Partners sold 3,992 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $322K.
Courage Miller Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2023 and held it in 10 quarters.
Courage Miller Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $322K in Q2 2026.
1,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Courage Miller Partners's 13F filing for Q3 2026, filed 21 Oct 2026.