Darwin Wealth Management
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Darwin Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Darwin Wealth Management’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 		$48.8K Buy
+622
New +$50.6K 0.01% 321
2026
Q1 		– Sell
-492
Closed -$35.7K – 699
2025
Q4 		$35.7K Buy
+492
New +$35.8K 0.01% 244
2020
Q2 		– Sell
-488
Closed -$16K – 774
2020
Q1 		$16K Buy
+488
New +$20.2K 0.01% 394

Other funds holding VO

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Darwin Wealth Management's VO Position: Q3 2026 in Review

Darwin Wealth Management opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2026: 622 shares worth $48.8K. The stake represents 0.01% of the portfolio and ranks #321 among its holdings. This is a return to the name: Darwin Wealth Management previously reported a position in VO as recently as Q4 2025.

Darwin Wealth Management first reported a position in VO in Q1 2020 and has held it in 3 quarters since. 1,850 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Darwin Wealth Management held 622 shares of Vanguard Morningstar Mid-Cap ETF worth $48.8K as of Q3 2026.
  • Vanguard Morningstar Mid-Cap ETF was a new Darwin Wealth Management position in Q3 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #321 holding.
  • Darwin Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 3 quarters since.
  • 1,850 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.