David J. Yvars Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

David J. Yvars Group’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	$426K	Buy	5,438 +1	+0%	+$81	0.2%	55
2026 Q2	$438K	Buy	5,437 +525	+11%	+$40.7K	0.21%	60
2026 Q1	$353K	Hold	4,912	–	–	0.2%	59
2025 Q4	$356K	Hold	4,912	–	–	0.19%	62
2025 Q3	$361K	Sell	4,912 -60	-1%	-$4.31K	0.19%	62
2025 Q2	$348K	Hold	4,972	–	–	0.2%	57
2025 Q1	$321K	Hold	4,972	–	–	0.25%	50
2024 Q4	$328K	Hold	4,972	–	–	0.2%	59
2024 Q3	$328K	Hold	4,972	–	–	0.2%	58
2024 Q2	$301K	Hold	4,972	–	–	0.19%	58
2024 Q1	$311K	Hold	4,972	–	–	0.21%	57
2023 Q4	$289K	Hold	4,972	–	–	0.23%	53
2023 Q3	$259K	Hold	4,972	–	–	0.22%	57
2023 Q2	$274K	Hold	4,972	–	–	0.23%	59
2023 Q1	$262K	Hold	4,972	–	–	0.24%	59
2022 Q4	$253K	Hold	4,972	–	–	0.32%	51
2022 Q3	$234K	Hold	4,972	–	–	0.26%	52
2022 Q2	$248K	Buy	4,972 +248	+5%	+$13.4K	0.34%	48
2022 Q1	$281K	Hold	4,724	–	–	0.2%	65
2021 Q4	$301K	Hold	4,724	–	–	0.19%	62
2021 Q3	$283K	Buy	4,724 +56	+1%	+$3.38K	0.17%	68
2021 Q2	$277K	Hold	4,668	–	–	0.16%	72
2021 Q1	$258K	Buy	+4,668	New	+$253K	0.16%	68

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

David J. Yvars Group's VO Position: Q3 2026 in Review

David J. Yvars Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.02% in Q3 2026, buying an estimated $81 and bringing the position to 5,438 shares worth $426K. The position accounts for 0.2% of the portfolio, ranked #55.

David J. Yvars Group first reported a position in VO in Q1 2021 and has held it in 23 quarters since. The position peaked at $438K in Q2 2026. 265 funds tracked by Wall St. Rank hold VO as of Q3 2026.

David J. Yvars Group held 5,438 shares of Vanguard Morningstar Mid-Cap ETF worth $426K as of Q3 2026.
David J. Yvars Group bought 1 Vanguard Morningstar Mid-Cap ETF share in Q3 2026, an estimated $81.
Vanguard Morningstar Mid-Cap ETF made up 0.2% of David J. Yvars Group's portfolio in Q3 2026, its #55 holding.
David J. Yvars Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2021 and has held it in 23 quarters since.
David J. Yvars Group's Vanguard Morningstar Mid-Cap ETF position peaked at $438K in Q2 2026.
265 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.