Detalus Advisors
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Detalus Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Detalus Advisors’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 		$997K Buy
12,716
+572
+5% +$46.5K 0.2% 63
2026
Q2 		$978K Buy
12,144
+4
+0% +$310 0.19% 63
2026
Q1 		$872K Buy
12,140
+16
+0.1% +$1.19K 0.2% 64
2025
Q4 		$880K Sell
12,124
-204
-2% -$14.8K 0.21% 62
2025
Q3 		$905K Sell
12,328
-388
-3% -$27.9K 0.23% 57
2025
Q2 		$890K Hold
12,716
– – 0.26% 56
2025
Q1 		$822K Buy
12,716
+6,744
+113% +$453K 0.26% 56
2024
Q4 		$394K Sell
5,972
-192
-3% -$13K 0.13% 90
2024
Q3 		$406K Sell
6,164
-360
-6% -$22.6K 0.14% 90
2024
Q2 		$395K Buy
6,524
+1,392
+27% +$84.6K 0.14% 89
2024
Q1 		$320K Sell
5,132
-140
-3% -$8.27K 0.11% 103
2023
Q4 		$307K Sell
5,272
-216
-4% -$11.5K 0.12% 104
2023
Q3 		$286K Sell
5,488
-1,476
-21% -$80.9K 0.13% 106
2023
Q2 		$383K Buy
6,964
+1,984
+40% +$104K 0.17% 88
2023
Q1 		$263K Buy
4,980
+1,028
+26% +$54.7K 0.13% 110
2022
Q4 		$201K Buy
+3,952
New +$201K 0.1% 125

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
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 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
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Detalus Advisors's VO Position: Q3 2026 in Review

Detalus Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.7% in Q3 2026, buying an estimated $46.5K and bringing the position to 12,716 shares worth $997K. The position accounts for 0.2% of the portfolio, ranked #63.

Detalus Advisors first reported a position in VO in Q4 2022 and has held it in 16 quarters since. 912 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Detalus Advisors held 12,716 shares of Vanguard Morningstar Mid-Cap ETF worth $997K as of Q3 2026.
  • Detalus Advisors bought 572 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $46.5K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.2% of Detalus Advisors's portfolio in Q3 2026, its #63 holding.
  • Detalus Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • 912 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Detalus Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.