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

HighRoad Wealth 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	$8.05M	Buy	102,666 +70	+0.1%	+$5.69K	6.73%	6
2026 Q2	$8.27M	Buy	102,596 +500	+0.5%	+$38.8K	6.97%	7
2026 Q1	$7.33M	Sell	102,096 -984	-1%	-$73.1K	7.16%	6
2025 Q4	$7.48M	Buy	+103,080	New	+$7.5M	7.14%	6

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

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

PCTC

Perkins Coie Trust Company Seattle, Washington $626M AUM 18.31% 1-Year Est. Return

HighRoad Wealth Advisors's VO Position: Q3 2026 in Review

HighRoad Wealth Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.07% in Q3 2026, buying an estimated $5.69K and bringing the position to 102,666 shares worth $8.05M. The position accounts for 6.73% of the portfolio, ranked #6.

HighRoad Wealth Advisors first reported a position in VO in Q4 2025 and has held it in 4 quarters since. The position peaked at $8.27M in Q2 2026. 366 funds tracked by Wall St. Rank hold VO as of Q3 2026.

HighRoad Wealth Advisors held 102,666 shares of Vanguard Morningstar Mid-Cap ETF worth $8.05M as of Q3 2026.
HighRoad Wealth Advisors bought 70 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $5.69K.
Vanguard Morningstar Mid-Cap ETF made up 6.73% of HighRoad Wealth Advisors's portfolio in Q3 2026, its #6 holding.
HighRoad Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
HighRoad Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $8.27M in Q2 2026.
366 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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