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

ETF Store’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 		$879K Sell
11,205
-199
-2% -$16.2K 0.72% 27
2026
Q2 		$919K Buy
11,404
+708
+7% +$54.9K 0.77% 27
2026
Q1 		$768K Sell
10,696
-24
-0.2% -$1.78K 0.75% 28
2025
Q4 		$778K Buy
10,720
+88
+0.8% +$6.4K 0.79% 26
2025
Q3 		$781K Buy
10,632
+12
+0.1% +$862 0.83% 26
2025
Q2 		$743K Sell
10,620
-260
-2% -$17.1K 0.86% 26
2025
Q1 		$704K Buy
10,880
+12
+0.1% +$805 0.86% 26
2024
Q4 		$718K Buy
10,868
+12
+0.1% +$815 0.89% 26
2024
Q3 		$716K Sell
10,856
-44
-0.4% -$2.76K 0.74% 26
2024
Q2 		$660K Sell
10,900
-3,148
-22% -$191K 0.68% 27
2024
Q1 		$878K Buy
14,048
+60
+0.4% +$3.55K 0.5% 41
2023
Q4 		$814K Sell
13,988
-248
-2% -$13.2K 0.53% 33
2023
Q3 		$735K Hold
14,236
– – 0.53% 33
2023
Q2 		$810K Buy
14,236
+88
+0.6% +$4.61K 0.57% 30
2023
Q1 		$730K Buy
14,148
+56
+0.4% +$2.98K 0.56% 31
2022
Q4 		$774K Buy
14,092
+3,916
+38% +$199K 0.6% 28
2022
Q3 		$478K Buy
10,176
+20
+0.2% +$1.04K 0.42% 37
2022
Q2 		$507K Buy
10,156
+1,260
+14% +$68.1K 0.41% 38
2022
Q1 		$494K Buy
8,896
+16
+0.2% +$939 0.39% 39
2021
Q4 		$526K Buy
+8,880
New +$557K 0.4% 37

Other funds holding VO

Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 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
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 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

ETF Store's VO Position: Q3 2026 in Review

ETF Store reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.7% in Q3 2026, selling an estimated $16.2K and leaving 11,205 shares worth $879K. The position accounts for 0.72% of the portfolio, ranked #27.

ETF Store first reported a position in VO in Q4 2021 and has held it in 20 quarters since. The position peaked at $919K in Q2 2026. 1,217 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • ETF Store held 11,205 shares of Vanguard Morningstar Mid-Cap ETF worth $879K as of Q3 2026.
  • ETF Store sold 199 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $16.2K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.72% of ETF Store's portfolio in Q3 2026, its #27 holding.
  • ETF Store first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • ETF Store's Vanguard Morningstar Mid-Cap ETF position peaked at $919K in Q2 2026.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on ETF Store's 13F filing for Q3 2026, filed 19 Oct 2026.