Elevation Wealth Partners
VO icon

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

Elevation 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 		$10.5M Buy
133,794
+4,070
+3% +$331K 2.95% 6
2026
Q2 		$10.5M Buy
129,724
+756
+0.6% +$58.6K 3.13% 7
2026
Q1 		$9.26M Sell
128,968
-816
-0.6% -$60.6K 3.32% 6
2025
Q4 		$9.42M Sell
129,784
-8,748
-6% -$636K 3.33% 6
2025
Q3 		$10.2M Buy
138,532
+424
+0.3% +$30.4K 3.66% 6
2025
Q2 		$9.7M Sell
138,108
-3,352
-2% -$220K 3.82% 6
2025
Q1 		$9.15M Buy
141,460
+3,180
+2% +$213K 3.95% 6
2024
Q4 		$9.13M Buy
138,280
+9,476
+7% +$643K 3.86% 5
2024
Q3 		$8.5M Buy
128,804
+3,436
+3% +$216K 3.65% 6
2024
Q2 		$7.59M Buy
125,368
+5,364
+4% +$326K 3.59% 6
2024
Q1 		$7.49M Buy
120,004
+8,396
+8% +$496K 3.74% 6
2023
Q4 		$5.81M Sell
111,608
-108
-0.1% -$5.77K 3.49% 6
2023
Q3 		$5.82M Buy
111,716
+2,544
+2% +$140K 5.02% 5
2023
Q2 		$6.04M Buy
109,172
+12,380
+13% +$649K 5.09% 5
2023
Q1 		$5.1M Buy
+96,792
New +$5.15M 4.67% 5

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
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 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

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

Elevation Wealth Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.1% in Q3 2026, buying an estimated $331K and bringing the position to 133,794 shares worth $10.5M. The position accounts for 2.95% of the portfolio, ranked #6.

Elevation Wealth Partners first reported a position in VO in Q1 2023 and has held it in 15 quarters since. 1,061 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Elevation Wealth Partners held 133,794 shares of Vanguard Morningstar Mid-Cap ETF worth $10.5M as of Q3 2026.
  • Elevation Wealth Partners bought 4,070 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $331K.
  • Vanguard Morningstar Mid-Cap ETF made up 2.95% of Elevation Wealth Partners's portfolio in Q3 2026, its #6 holding.
  • Elevation Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2023 and has held it in 15 quarters since.
  • 1,061 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.