Financial Management Network’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Financial Management Network’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	$306K	Buy	3,844 +28	+0.7%	+$2.28K	0.04%	165
2026 Q2	$306K	Buy	+3,816	New	+$296K	0.04%	173

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

Financial Management Network's VO Position: Q3 2026 in Review

Financial Management Network increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.73% in Q3 2026, buying an estimated $2.28K and bringing the position to 3,844 shares worth $306K. The position accounts for 0.04% of the portfolio, ranked #165.

Financial Management Network first reported a position in VO in Q2 2026 and has held it in 2 quarters since. The position peaked at $306K in Q2 2026. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Financial Management Network held 3,844 shares of Vanguard Morningstar Mid-Cap ETF worth $306K as of Q3 2026.
Financial Management Network bought 28 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $2.28K.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of Financial Management Network's portfolio in Q3 2026, its #165 holding.
Financial Management Network first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2026 and has held it in 2 quarters since.
Financial Management Network's Vanguard Morningstar Mid-Cap ETF position peaked at $306K in Q2 2026.
354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.