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

Envision Financial’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	$10.6M	Buy	135,265 +12,582	+10%	+$1.02M	4.71%	7
2026 Q2	$9.9M	Buy	122,683 +8,051	+7%	+$624K	4.55%	8
2026 Q1	$8.23M	Buy	114,632 +1,076	+0.9%	+$79.9K	4.43%	8
2025 Q4	$8.24M	Buy	113,556 +7,920	+7%	+$576K	4.35%	8
2025 Q3	$7.76M	Buy	105,636 +8,048	+8%	+$578K	4.45%	8
2025 Q2	$6.83M	Buy	97,588 +8,908	+10%	+$585K	4.55%	7
2025 Q1	$5.73M	Sell	88,680 -5,600	-6%	-$376K	4.32%	7
2024 Q4	$6.23M	Buy	+94,280	New	+$6.4M	4.99%	6

Other funds holding VO

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Envision Financial's VO Position: Q3 2026 in Review

Envision Financial increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 10% in Q3 2026, buying an estimated $1.02M and bringing the position to 135,265 shares worth $10.6M. The position accounts for 4.71% of the portfolio, ranked #7.

Envision Financial first reported a position in VO in Q4 2024 and has held it in 8 quarters since. 912 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Envision Financial held 135,265 shares of Vanguard Morningstar Mid-Cap ETF worth $10.6M as of Q3 2026.
Envision Financial bought 12,582 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $1.02M.
Vanguard Morningstar Mid-Cap ETF made up 4.71% of Envision Financial's portfolio in Q3 2026, its #7 holding.
Envision Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
912 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Envision Financial's 13F filing for Q3 2026, filed 15 Oct 2026.