Hanson & Doremus Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Hanson & Doremus Investment 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	$72K	Hold	912	–	–	0.01%	299
2026 Q2	$73K	Sell	912 -88	-9%	-$6.82K	0.01%	299
2026 Q1	$72K	Sell	1,000 -20	-2%	-$1.49K	0.01%	293
2025 Q4	$74K	Hold	1,020	–	–	0.01%	289
2025 Q3	$75K	Buy	1,020 +268	+36%	+$19.2K	0.01%	286
2025 Q2	$53K	Hold	752	–	–	0.01%	325
2025 Q1	$49K	Hold	752	–	–	0.01%	324
2024 Q4	$50K	Hold	752	–	–	0.01%	306
2024 Q3	$50K	Hold	752	–	–	0.01%	301
2024 Q2	$46K	Hold	752	–	–	0.01%	307
2024 Q1	$47K	Hold	752	–	–	0.01%	307
2023 Q4	$44K	Hold	752	–	–	0.01%	309
2023 Q3	$39K	Hold	752	–	–	0.01%	312
2023 Q2	$41K	Hold	752	–	–	0.01%	316
2023 Q1	$40K	Hold	752	–	–	0.01%	314
2022 Q4	$38K	Hold	752	–	–	0.01%	333
2022 Q3	$35K	Hold	752	–	–	0.01%	327
2022 Q2	$37K	Hold	752	–	–	0.01%	323
2022 Q1	$45K	Buy	752 +644	+596%	+$37.8K	0.01%	320
2021 Q4	$7K	Hold	108	–	–	﹤0.01%	440
2021 Q3	$6K	Hold	108	–	–	﹤0.01%	437
2021 Q2	$5K	Hold	108	–	–	﹤0.01%	393
2021 Q1	$6K	Hold	108	–	–	﹤0.01%	431
2020 Q4	$6K	Hold	108	–	–	﹤0.01%	412
2020 Q3	$5K	Hold	108	–	–	﹤0.01%	393
2020 Q2	$4K	Hold	108	–	–	﹤0.01%	414
2020 Q1	$4K	Hold	108	–	–	﹤0.01%	428
2019 Q4	$5K	Buy	+108	New	+$4.64K	﹤0.01%	428
2019 Q3	–	Sell	-108	Closed	-$5K	–	476
2019 Q2	$5K	Buy	+108	New	+$4.42K	﹤0.01%	448
2018 Q3	–	Sell	-2,188	Closed	-$86K	–	488
2018 Q2	$86K	Hold	2,188	–	–	0.03%	248
2018 Q1	$84K	Hold	2,188	–	–	0.03%	254
2017 Q4	$85K	Buy	+2,188	New	+$82.6K	0.03%	247

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

FSWA

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

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

Hanson & Doremus Investment Management's VO Position: Q3 2026 in Review

Hanson & Doremus Investment Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 912 shares worth $72K. The position accounts for 0.01% of the portfolio, ranked #299.

Hanson & Doremus Investment Management first reported a position in VO in Q4 2017 and has held it in 32 quarters since. The position peaked at $86K in Q2 2018. 509 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Hanson & Doremus Investment Management held 912 shares of Vanguard Morningstar Mid-Cap ETF worth $72K as of Q3 2026.
Hanson & Doremus Investment Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Hanson & Doremus Investment Management's portfolio in Q3 2026, its #299 holding.
Hanson & Doremus Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and has held it in 32 quarters since.
Hanson & Doremus Investment Management's Vanguard Morningstar Mid-Cap ETF position peaked at $86K in Q2 2018.
509 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q3 2026, filed 16 Oct 2026.