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

Defined 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 		$2.63M Buy
33,494
+40
+0.1% +$3.25K 1.35% 23
2026
Q2 		$2.7M Buy
33,454
+402
+1% +$31.2K 1.39% 23
2026
Q1 		$2.37M Buy
33,052
+188
+0.6% +$14K 1.39% 22
2025
Q4 		$2.38M Sell
32,864
-508
-2% -$37K 1.37% 23
2025
Q3 		$2.45M Sell
33,372
-236
-0.7% -$16.9K 1.42% 23
2025
Q2 		$2.35M Sell
33,608
-68
-0.2% -$4.46K 1.45% 23
2025
Q1 		$2.18M Sell
33,676
-772
-2% -$51.8K 1.46% 21
2024
Q4 		$2.27M Sell
34,448
-164
-0.5% -$11.1K 1.51% 21
2024
Q3 		$2.28M Buy
34,612
+148
+0.4% +$9.29K 1.48% 20
2024
Q2 		$2.09M Sell
34,464
-136
-0.4% -$8.26K 1.45% 21
2024
Q1 		$2.16M Sell
34,600
-48
-0.1% -$2.84K 1.55% 18
2023
Q4 		$2.02M Sell
34,648
-80
-0.2% -$4.27K 1.54% 20
2023
Q3 		$1.81M Buy
34,728
+720
+2% +$39.5K 1.54% 18
2023
Q2 		$1.87M Buy
34,008
+2,596
+8% +$136K 1.58% 19
2023
Q1 		$1.66M Buy
31,412
+856
+3% +$45.5K 1.55% 20
2022
Q4 		$1.56M Sell
30,556
-4,172
-12% -$213K 1.46% 18
2022
Q3 		$1.63M Buy
34,728
+1,044
+3% +$54.6K 1.78% 14
2022
Q2 		$1.66M Sell
33,684
-580
-2% -$31.3K 1.7% 15
2022
Q1 		$2.04M Sell
34,264
-9,752
-22% -$572K 1.79% 15
2021
Q4 		$2.8M Buy
44,016
+1,476
+3% +$92.5K 2.29% 12
2021
Q3 		$2.52M Hold
42,540
– – 2.23% 12
2021
Q2 		$2.52M Buy
42,540
+128
+0.3% +$7.42K 2.24% 13
2021
Q1 		$2.35M Buy
42,412
+9,504
+29% +$516K 2.22% 14
2020
Q4 		$1.7M Buy
+32,908
New +$1.59M 1.68% 16

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
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 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
Pathway Financial Advisors
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
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

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

Defined Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.12% in Q3 2026, buying an estimated $3.25K and bringing the position to 33,494 shares worth $2.63M. The position accounts for 1.35% of the portfolio, ranked #23.

Defined Wealth Management first reported a position in VO in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.8M in Q4 2021. 712 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Defined Wealth Management held 33,494 shares of Vanguard Morningstar Mid-Cap ETF worth $2.63M as of Q3 2026.
  • Defined Wealth Management bought 40 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $3.25K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.35% of Defined Wealth Management's portfolio in Q3 2026, its #23 holding.
  • Defined Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Defined Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $2.8M in Q4 2021.
  • 712 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Defined Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.