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

Fidato 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 		$44.2M Buy
563,495
+5,711
+1% +$465K 24% 2
2026
Q2 		$44.9M Sell
557,784
-3,176
-0.6% -$246K 26.26% 2
2026
Q1 		$40.3M Buy
560,960
+7,140
+1% +$530K 26.15% 2
2025
Q4 		$40.2M Buy
553,820
+14,816
+3% +$1.08M 25.67% 2
2025
Q3 		$39.6M Buy
539,004
+14,028
+3% +$1.01M 26.02% 2
2025
Q2 		$36.7M Buy
524,976
+24,288
+5% +$1.59M 26.24% 2
2025
Q1 		$32.4M Buy
500,688
+8,288
+2% +$556K 24.77% 2
2024
Q4 		$32.5M Buy
492,400
+10,292
+2% +$699K 24.38% 2
2024
Q3 		$31.8M Buy
482,108
+4,964
+1% +$312K 25.54% 2
2024
Q2 		$28.9M Buy
477,144
+6,984
+1% +$424K 25.5% 2
2024
Q1 		$29.4M Sell
470,160
-548
-0.1% -$32.4K 26.33% 2
2023
Q4 		$27.4M Buy
+470,708
New +$25.1M 26.13% 2
2022
Q4 		$21.1M Buy
414,184
+7,132
+2% +$363K 26.49% 2
2022
Q3 		$19.1M Buy
407,052
+6,100
+2% +$319K 26.17% 2
2022
Q2 		$19.8M Sell
400,952
-2,904
-0.7% -$157K 25.8% 2
2022
Q1 		$24M Buy
403,856
+12,368
+3% +$726K 26.2% 2
2021
Q4 		$24.9M Buy
+391,488
New +$24.5M 26.54% 2

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
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
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return
SilverOak Wealth Management
SilverOak Wealth Management Edina, Minnesota $840M AUM 15.78% 1-Year Est. Return

Fidato Wealth's VO Position: Q3 2026 in Review

Fidato Wealth increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1% in Q3 2026, buying an estimated $465K and bringing the position to 563,495 shares worth $44.2M. The position accounts for 24% of the portfolio, ranked #2.

Fidato Wealth first reported a position in VO in Q4 2021 and has held it in 17 quarters since. The position peaked at $44.9M in Q2 2026. 1,201 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Fidato Wealth held 563,495 shares of Vanguard Morningstar Mid-Cap ETF worth $44.2M as of Q3 2026.
  • Fidato Wealth bought 5,711 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $465K.
  • Vanguard Morningstar Mid-Cap ETF made up 24% of Fidato Wealth's portfolio in Q3 2026, its #2 holding.
  • Fidato Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • Fidato Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $44.9M in Q2 2026.
  • 1,201 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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