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

FC Advisory’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	$1.07M	Buy	13,677 +5,397	+65%	+$439K	0.28%	56
2026 Q2	$667K	Buy	8,280 +76	+0.9%	+$5.89K	0.18%	72
2026 Q1	$589K	Hold	8,204	–	–	0.17%	74
2025 Q4	$595K	Buy	8,204 +244	+3%	+$17.7K	0.17%	73
2025 Q3	$584K	Sell	7,960 -56	-0.7%	-$4.02K	0.17%	73
2025 Q2	$561K	Sell	8,016 -76	-0.9%	-$4.99K	0.17%	75
2025 Q1	$523K	Hold	8,092	–	–	0.18%	75
2024 Q4	$534K	Sell	8,092 -1,204	-13%	-$81.7K	0.18%	71
2024 Q3	$613K	Buy	9,296 +5,280	+131%	+$332K	0.21%	65
2024 Q2	$243K	Sell	4,016 -40	-1%	-$2.43K	0.09%	91
2024 Q1	$253K	Sell	4,056 -340	-8%	-$20.1K	0.09%	88
2023 Q4	$256K	Buy	4,396 +4	+0.1%	+$214	0.1%	88
2023 Q3	$229K	Buy	4,392 +4	+0.1%	+$219	0.1%	88
2023 Q2	$241K	Buy	4,388 +4	+0.1%	+$210	0.1%	88
2023 Q1	$231K	Buy	4,384 +432	+11%	+$23K	0.1%	84
2022 Q4	$201K	Buy	+3,952	New	+$201K	0.1%	85

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

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

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

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

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

FC Advisory's VO Position: Q3 2026 in Review

FC Advisory increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 65% in Q3 2026, buying an estimated $439K and bringing the position to 13,677 shares worth $1.07M. The position accounts for 0.28% of the portfolio, ranked #56.

FC Advisory first reported a position in VO in Q4 2022 and has held it in 16 quarters since. 595 funds tracked by Wall St. Rank hold VO as of Q3 2026.

FC Advisory held 13,677 shares of Vanguard Morningstar Mid-Cap ETF worth $1.07M as of Q3 2026.
FC Advisory bought 5,397 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $439K.
Vanguard Morningstar Mid-Cap ETF made up 0.28% of FC Advisory's portfolio in Q3 2026, its #56 holding.
FC Advisory first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 16 quarters since.
595 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on FC Advisory's 13F filing for Q3 2026, filed 5 Oct 2026.