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Great Waters Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Great Waters 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 		$253K Buy
+3,227
New +$262K 0.02% 110

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
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
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Venture Visionary Partners
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
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
PCTC
Perkins Coie Trust Company Seattle, Washington $626M AUM 18.31% 1-Year Est. Return

Great Waters Wealth Management's VO Position: Q3 2026 in Review

Great Waters Wealth Management opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2026: 3,227 shares worth $253K. The stake represents 0.02% of the portfolio and ranks #110 among its holdings.

386 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Great Waters Wealth Management held 3,227 shares of Vanguard Morningstar Mid-Cap ETF worth $253K as of Q3 2026.
  • Vanguard Morningstar Mid-Cap ETF was a new Great Waters Wealth Management position in Q3 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.02% of Great Waters Wealth Management's portfolio in Q3 2026, its #110 holding.
  • 386 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Great Waters Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.