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

Flagstar Advisors’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 		$3.26M Buy
41,631
+19,766
+90% +$1.61M 0.99% 35
2026
Q2 		$1.76M Sell
21,865
-103
-0.5% -$7.98K 0.53% 53
2026
Q1 		$1.58M Sell
21,968
-1,692
-7% -$126K 0.57% 48
2025
Q4 		$1.72M Sell
23,660
-1,160
-5% -$84.4K 0.57% 48
2025
Q3 		$1.83M Sell
24,820
-7,688
-24% -$552K 0.56% 49
2025
Q2 		$2.28M Sell
32,508
-3,996
-11% -$262K 0.63% 49
2025
Q1 		$2.36M Sell
36,504
-3,228
-8% -$217K 0.6% 45
2024
Q4 		$2.62M Buy
39,732
+836
+2% +$56.8K 0.65% 42
2024
Q3 		$2.57M Buy
38,896
+3,344
+9% +$210K 0.65% 40
2024
Q2 		$2.16M Sell
35,552
-596
-2% -$36.2K 0.59% 42
2024
Q1 		$2.26M Buy
36,148
+1,552
+4% +$91.7K 0.63% 42
2023
Q4 		$2.01M Buy
34,596
+660
+2% +$35.3K 0.64% 45
2023
Q3 		$1.77M Buy
33,936
+6,420
+23% +$352K 0.67% 42
2023
Q2 		$1.51M Sell
27,516
-812
-3% -$42.6K 0.57% 45
2023
Q1 		$1.49M Sell
28,328
-4,688
-14% -$249K 0.54% 47
2022
Q4 		$1.68M Buy
33,016
+144
+0.4% +$7.34K 0.59% 42
2022
Q3 		$1.54M Buy
32,872
+2,856
+10% +$149K 0.58% 41
2022
Q2 		$1.48M Buy
30,016
+1,304
+5% +$70.5K 0.55% 46
2022
Q1 		$1.71M Buy
28,712
+160
+0.6% +$9.39K 0.54% 45
2021
Q4 		$1.82M Buy
28,552
+12,780
+81% +$801K 0.56% 45
2021
Q3 		$934K Buy
+15,772
New +$953K 0.31% 66

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

Flagstar Advisors's VO Position: Q3 2026 in Review

Flagstar Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 90% in Q3 2026, buying an estimated $1.61M and bringing the position to 41,631 shares worth $3.26M. The position accounts for 0.99% of the portfolio, ranked #35.

Flagstar Advisors first reported a position in VO in Q3 2021 and has held it in 21 quarters since. 1,201 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Flagstar Advisors held 41,631 shares of Vanguard Morningstar Mid-Cap ETF worth $3.26M as of Q3 2026.
  • Flagstar Advisors bought 19,766 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $1.61M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.99% of Flagstar Advisors's portfolio in Q3 2026, its #35 holding.
  • Flagstar Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2021 and has held it in 21 quarters since.
  • 1,201 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Flagstar Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.