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

Essential 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	$394K	Hold	5,020	–	–	0.18%	103
2026 Q2	$404K	Hold	5,020	–	–	0.19%	109
2026 Q1	$360K	Hold	5,020	–	–	0.12%	193
2025 Q4	$364K	Hold	5,020	–	–	0.11%	231
2025 Q3	$369K	Hold	5,020	–	–	0.12%	216
2025 Q2	$351K	Buy	+5,020	New	+$330K	0.14%	209

Other funds holding VO

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 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

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

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

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's VO Position: Q3 2026 in Review

Essential Partners held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 5,020 shares worth $394K. The position accounts for 0.18% of the portfolio, ranked #103.

Essential Partners first reported a position in VO in Q2 2025 and has held it in 6 quarters since. The position peaked at $404K in Q2 2026. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Essential Partners held 5,020 shares of Vanguard Morningstar Mid-Cap ETF worth $394K as of Q3 2026.
Essential Partners left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.18% of Essential Partners's portfolio in Q3 2026, its #103 holding.
Essential Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $404K in Q2 2026.
354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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