Five Pine Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Five Pine Wealth Management’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	$5.85M	Buy	74,548 +1,082	+1%	+$88K	3.31%	10
2026 Q2	$5.92M	Sell	73,466 -138	-0.2%	-$10.7K	3.35%	10
2026 Q1	$5.28M	Buy	73,604 +124	+0.2%	+$9.21K	3.29%	11
2025 Q4	$5.33M	Buy	73,480 +3,356	+5%	+$244K	3.42%	9
2025 Q3	$5.15M	Buy	70,124 +2,964	+4%	+$213K	3.48%	9
2025 Q2	$4.71M	Buy	67,160 +4,168	+7%	+$274K	3.48%	10
2025 Q1	$4.07M	Buy	62,992 +6,360	+11%	+$427K	3.32%	10
2024 Q4	$3.74M	Buy	+56,632	New	+$3.84M	3.15%	11

Other funds holding VO

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 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

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Five Pine Wealth Management's VO Position: Q3 2026 in Review

Five Pine Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.5% in Q3 2026, buying an estimated $88K and bringing the position to 74,548 shares worth $5.85M. The position accounts for 3.31% of the portfolio, ranked #10.

Five Pine Wealth Management first reported a position in VO in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.92M in Q2 2026. 912 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Five Pine Wealth Management held 74,548 shares of Vanguard Morningstar Mid-Cap ETF worth $5.85M as of Q3 2026.
Five Pine Wealth Management bought 1,082 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $88K.
Vanguard Morningstar Mid-Cap ETF made up 3.31% of Five Pine Wealth Management's portfolio in Q3 2026, its #10 holding.
Five Pine Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Five Pine Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $5.92M in Q2 2026.
912 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Five Pine Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.