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

EntreWealth’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 		$351K Hold
4,478
– – 0.13% 105
2026
Q2 		$368K Buy
4,478
+82
+2% +$6.36K 0.14% 94
2026
Q1 		$316K Hold
4,396
– – 0.14% 84
2025
Q4 		$331K Sell
4,396
-2,028
-32% -$148K 0.15% 82
2025
Q3 		$472K Buy
+6,424
New +$461K 0.24% 62

Other funds holding VO

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

EntreWealth's VO Position: Q3 2026 in Review

EntreWealth held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 4,478 shares worth $351K. The position accounts for 0.13% of the portfolio, ranked #105.

EntreWealth first reported a position in VO in Q3 2025 and has held it in 5 quarters since. The position peaked at $472K in Q3 2025. 1,651 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • EntreWealth held 4,478 shares of Vanguard Morningstar Mid-Cap ETF worth $351K as of Q3 2026.
  • EntreWealth left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.13% of EntreWealth's portfolio in Q3 2026, its #105 holding.
  • EntreWealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2025 and has held it in 5 quarters since.
  • EntreWealth's Vanguard Morningstar Mid-Cap ETF position peaked at $472K in Q3 2025.
  • 1,651 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on EntreWealth's 13F filing for Q3 2026, filed 14 Oct 2026.