Heirloom Wealth Management
VO icon

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

Heirloom 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 		$602K Buy
7,680
+676
+10% +$55K 0.08% 45
2026
Q2 		$564K Sell
7,004
-22,488
-76% -$1.74M 0.08% 44
2026
Q1 		$2.12M Buy
29,492
+22,732
+336% +$1.69M 0.38% 31
2025
Q4 		$490K Buy
6,760
+152
+2% +$11.1K 0.11% 33
2025
Q3 		$485K Hold
6,608
– – 0.12% 31
2025
Q2 		$462K Hold
6,608
– – 0.12% 32
2025
Q1 		$427K Hold
6,608
– – 0.12% 31
2024
Q4 		$436K Hold
6,608
– – 0.13% 34
2024
Q3 		$436K Hold
6,608
– – 0.14% 31
2024
Q2 		$400K Hold
6,608
– – 0.13% 32
2024
Q1 		$413K Sell
6,608
-188
-3% -$11.1K 0.14% 38
2023
Q4 		$395K Buy
6,796
+184
+3% +$9.8K 0.15% 40
2023
Q3 		$344K Sell
6,612
-1,340
-17% -$73.5K 0.15% 43
2023
Q2 		$438K Buy
7,952
+560
+8% +$29.4K 0.19% 39
2023
Q1 		$390K Sell
7,392
-728
-9% -$38.7K 0.19% 42
2022
Q4 		$414K Buy
+8,120
New +$414K 0.26% 39
2022
Q2 		$716K Buy
+13,200
New +$713K 0.59% 20

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
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
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
CIBC Bancorp USA
CIBC Bancorp USA Chicago, Illinois $79.9B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Heirloom Wealth Management's VO Position: Q3 2026 in Review

Heirloom Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 9.7% in Q3 2026, buying an estimated $55K and bringing the position to 7,680 shares worth $602K. The position accounts for 0.08% of the portfolio, ranked #45.

Heirloom Wealth Management first reported a position in VO in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.12M in Q1 2026. 2,129 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Heirloom Wealth Management held 7,680 shares of Vanguard Morningstar Mid-Cap ETF worth $602K as of Q3 2026.
  • Heirloom Wealth Management bought 676 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $55K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.08% of Heirloom Wealth Management's portfolio in Q3 2026, its #45 holding.
  • Heirloom Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • Heirloom Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $2.12M in Q1 2026.
  • 2,129 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Heirloom Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.