Eclectic Associates
VO icon

Eclectic Associates’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Eclectic Associates’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 		$3.08M Sell
39,266
-578
-1% -$47K 0.34% 47
2026
Q2 		$3.21M Sell
39,844
-108
-0.3% -$8.37K 0.37% 46
2026
Q1 		$2.87M Sell
39,952
-672
-2% -$49.9K 0.38% 47
2025
Q4 		$2.95M Buy
40,624
+812
+2% +$59.1K 0.46% 42
2025
Q3 		$2.92M Buy
39,812
+996
+3% +$71.5K 0.54% 40
2025
Q2 		$2.72M Sell
38,816
-136
-0.3% -$8.93K 0.59% 43
2025
Q1 		$2.52M Buy
38,952
+380
+1% +$25.5K 0.67% 37
2024
Q4 		$2.55M Buy
38,572
+3,104
+9% +$211K 0.75% 33
2024
Q3 		$2.34M Sell
35,468
-2,020
-5% -$127K 0.92% 23
2024
Q2 		$2.27M Buy
37,488
+3,900
+12% +$237K 1.01% 23
2024
Q1 		$2.1M Sell
33,588
-10,040
-23% -$593K 0.96% 21
2023
Q4 		$2.54M Buy
43,628
+996
+2% +$53.2K 1.22% 17
2023
Q3 		$2.22M Buy
42,632
+1,396
+3% +$76.6K 1.13% 19
2023
Q2 		$2.27M Sell
41,236
-1,792
-4% -$93.9K 1.12% 19
2023
Q1 		$2.27M Buy
43,028
+1,196
+3% +$63.6K 1.16% 19
2022
Q4 		$2.13M Buy
41,832
+508
+1% +$25.9K 1.04% 25
2022
Q3 		$1.94M Buy
41,324
+852
+2% +$44.5K 1.27% 17
2022
Q2 		$1.99M Buy
40,472
+2,072
+5% +$112K 1.34% 15
2022
Q1 		$2.28M Buy
38,400
+2,628
+7% +$154K 1.46% 14
2021
Q4 		$2.28M Buy
35,772
+1,688
+5% +$106K 1.46% 12
2021
Q3 		$2.02M Buy
34,084
+1,972
+6% +$119K 1.47% 10
2021
Q2 		$1.9M Buy
32,112
+2,312
+8% +$134K 1.43% 12
2021
Q1 		$1.65M Buy
29,800
+1,784
+6% +$96.8K 1.37% 15
2020
Q4 		$1.45M Buy
+28,016
New +$1.36M 1.37% 14

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

Eclectic Associates's VO Position: Q3 2026 in Review

Eclectic Associates reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.5% in Q3 2026, selling an estimated $47K and leaving 39,266 shares worth $3.08M. The position accounts for 0.34% of the portfolio, ranked #47.

Eclectic Associates first reported a position in VO in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.21M in Q2 2026. 607 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Eclectic Associates held 39,266 shares of Vanguard Morningstar Mid-Cap ETF worth $3.08M as of Q3 2026.
  • Eclectic Associates sold 578 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $47K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.34% of Eclectic Associates's portfolio in Q3 2026, its #47 holding.
  • Eclectic Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Eclectic Associates's Vanguard Morningstar Mid-Cap ETF position peaked at $3.21M in Q2 2026.
  • 607 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.