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

Destiny 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 		$7.53M Buy
92,203
+12,411
+16% +$1.01M 0.77% 43
2026
Q2 		$6.46M Sell
79,792
-36,360
-31% -$2.82M 0.91% 37
2026
Q1 		$8.34M Buy
116,152
+66,304
+133% +$4.93M 0.91% 37
2025
Q4 		$3.74M Sell
49,848
-712
-1% -$51.8K 0.43% 59
2025
Q3 		$3.71M Buy
50,560
+360
+0.7% +$25.9K 0.45% 58
2025
Q2 		$3.51M Sell
50,200
-35,192
-41% -$2.31M 0.47% 59
2025
Q1 		$5.52M Buy
85,392
+3,372
+4% +$226K 0.88% 41
2024
Q4 		$5.42M Buy
82,020
+1,708
+2% +$116K 0.88% 39
2024
Q3 		$5.3M Buy
80,312
+1,200
+2% +$75.3K 0.93% 38
2024
Q2 		$4.79M Sell
79,112
-1,292
-2% -$78.5K 0.86% 41
2024
Q1 		$5.02M Sell
80,404
-1,036
-1% -$61.2K 0.9% 43
2023
Q4 		$4.64M Sell
81,440
-7,684
-9% -$411K 0.87% 43
2023
Q3 		$4.64M Sell
89,124
-2,856
-3% -$157K 0.94% 39
2023
Q2 		$5.23M Sell
91,980
-1,968
-2% -$103K 1% 36
2023
Q1 		$4.95M Buy
93,948
+2,988
+3% +$159K 1.02% 31
2022
Q4 		$4.63M Buy
90,960
+4,156
+5% +$212K 1% 31
2022
Q3 		$4.08M Sell
86,804
-420
-0.5% -$21.9K 0.92% 36
2022
Q2 		$4.3M Buy
87,224
+3,340
+4% +$180K 0.95% 37
2022
Q1 		$4.99M Buy
83,884
+59,092
+238% +$3.47M 0.97% 35
2021
Q4 		$1.58M Hold
24,792
– – 0.3% 64
2021
Q3 		$1.47M Sell
24,792
-140
-0.6% -$8.46K 0.29% 67
2021
Q2 		$1.48M Hold
24,932
– – 0.28% 73
2021
Q1 		$1.38M Sell
24,932
-220
-0.9% -$11.9K 0.29% 65
2020
Q4 		$1.3M Buy
+25,152
New +$1.22M 0.27% 62

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

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

Destiny Wealth Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 16% in Q3 2026, buying an estimated $1.01M and bringing the position to 92,203 shares worth $7.53M. The position accounts for 0.77% of the portfolio, ranked #43.

Destiny Wealth Partners first reported a position in VO in Q4 2020 and has held it in 24 quarters since. The position peaked at $8.34M in Q1 2026. 2,270 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Destiny Wealth Partners held 92,203 shares of Vanguard Morningstar Mid-Cap ETF worth $7.53M as of Q3 2026.
  • Destiny Wealth Partners bought 12,411 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $1.01M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.77% of Destiny Wealth Partners's portfolio in Q3 2026, its #43 holding.
  • Destiny Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Destiny Wealth Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $8.34M in Q1 2026.
  • 2,270 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Destiny Wealth Partners's 13F filing for Q3 2026, filed 5 Nov 2026.