Geneva Partners
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Geneva Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Geneva Partners’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 		$1M Sell
12,757
-269
-2% -$21.9K 0.3% 55
2026
Q2 		$1.05M Buy
13,026
+4,134
+46% +$320K 0.28% 48
2026
Q1 		$638K Buy
8,892
+712
+9% +$52.9K 0.31% 43
2025
Q4 		$593K Sell
8,180
-168
-2% -$12.2K 0.21% 49
2025
Q3 		$613K Buy
8,348
+1,544
+23% +$111K 0.22% 51
2025
Q2 		$476K Sell
6,804
-3,640
-35% -$239K 0.19% 59
2025
Q1 		$675K Sell
10,444
-972
-9% -$65.2K 0.35% 43
2024
Q4 		$754K Buy
11,416
+928
+9% +$63K 0.31% 48
2024
Q3 		$692K Buy
10,488
+800
+8% +$50.2K 0.3% 52
2024
Q2 		$586K Buy
9,688
+236
+2% +$14.3K 0.24% 52
2024
Q1 		$590K Sell
9,452
-51,856
-85% -$3.06M 0.26% 54
2023
Q4 		$3.57M Buy
+61,308
New +$3.28M 1.98% 26
2022
Q1 		– Sell
-64,344
Closed -$4.1M – 121
2021
Q4 		$4.1M Buy
+64,344
New +$4.03M 1.94% 19

Other funds holding VO

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Geneva Partners's VO Position: Q3 2026 in Review

Geneva Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.1% in Q3 2026, selling an estimated $21.9K and leaving 12,757 shares worth $1M. The position accounts for 0.3% of the portfolio, ranked #55.

Geneva Partners first reported a position in VO in Q4 2021 and has held it in 13 quarters since. The position peaked at $4.1M in Q4 2021. 1,651 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Geneva Partners held 12,757 shares of Vanguard Morningstar Mid-Cap ETF worth $1M as of Q3 2026.
  • Geneva Partners sold 269 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $21.9K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.3% of Geneva Partners's portfolio in Q3 2026, its #55 holding.
  • Geneva Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 13 quarters since.
  • Geneva Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $4.1M in Q4 2021.
  • 1,651 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Geneva Partners's 13F filing for Q3 2026, filed 26 Oct 2026.