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

Enzi Wealth’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 		$287K Buy
3,540
+3
+0.1% +$244 0.09% 64
2026
Q2 		$286K Sell
3,537
-15
-0.4% -$1.16K 0.09% 58
2026
Q1 		$255K Buy
3,552
+4
+0.1% +$297 0.09% 58
2025
Q4 		$266K Buy
3,548
+36
+1% +$2.62K 0.09% 61
2025
Q3 		$253K Sell
3,512
-544
-13% -$39.1K 0.09% 59
2025
Q2 		$286K Buy
4,056
+16
+0.4% +$1.05K 0.1% 54
2025
Q1 		$256K Sell
4,040
-560
-12% -$37.6K 0.1% 54
2024
Q4 		$318K Sell
4,600
-4
-0.1% -$272 0.12% 51
2024
Q3 		$309K Buy
4,604
+84
+2% +$5.27K 0.12% 50
2024
Q2 		$273K Buy
4,520
+220
+5% +$13.4K 0.12% 54
2024
Q1 		$255K Buy
4,300
+728
+20% +$43K 0.12% 49
2023
Q4 		$206K Sell
3,572
-6,832
-66% -$365K 0.1% 57
2023
Q3 		$537K Sell
10,404
-8,940
-46% -$490K 0.29% 27
2023
Q2 		$1.1M Sell
19,344
-5,792
-23% -$304K 0.56% 19
2023
Q1 		$1.33M Sell
25,136
-27,732
-52% -$1.48M 0.68% 19
2022
Q4 		$2.85M Buy
52,868
+2,504
+5% +$128K 1.36% 13
2022
Q3 		$2.68M Buy
+50,364
New +$2.63M 1.31% 15

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
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
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

Enzi Wealth's VO Position: Q3 2026 in Review

Enzi Wealth increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.08% in Q3 2026, buying an estimated $244 and bringing the position to 3,540 shares worth $287K. The position accounts for 0.09% of the portfolio, ranked #64.

Enzi Wealth first reported a position in VO in Q3 2022 and has held it in 17 quarters since. The position peaked at $2.85M in Q4 2022. 835 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Enzi Wealth held 3,540 shares of Vanguard Morningstar Mid-Cap ETF worth $287K as of Q3 2026.
  • Enzi Wealth bought 3 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $244.
  • Vanguard Morningstar Mid-Cap ETF made up 0.09% of Enzi Wealth's portfolio in Q3 2026, its #64 holding.
  • Enzi Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2022 and has held it in 17 quarters since.
  • Enzi Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $2.85M in Q4 2022.
  • 835 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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