Holos Integrated Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Holos Integrated Wealth’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	$6.91M	Buy	86,217 +2,811	+3%	+$229K	3.1%	9
2026 Q2	$6.72M	Sell	83,406 -294	-0.4%	-$22.8K	3.14%	8
2026 Q1	$6.09M	Sell	83,700 -5,400	-6%	-$401K	3.08%	10
2025 Q4	$6.52M	Sell	89,100 -22,632	-20%	-$1.65M	3.64%	7
2025 Q3	$8M	Buy	111,732 +52	+0%	+$3.73K	4.71%	5
2025 Q2	$7.92M	Buy	111,680 +584	+0.5%	+$38.3K	4.76%	5
2025 Q1	$7.18M	Buy	111,096 +32	+0%	+$2.15K	4.71%	6
2024 Q4	$7.33M	Buy	+111,064	New	+$7.54M	5.01%	7

Other funds holding VO

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 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

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

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Holos Integrated Wealth's VO Position: Q3 2026 in Review

Holos Integrated Wealth increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.4% in Q3 2026, buying an estimated $229K and bringing the position to 86,217 shares worth $6.91M. The position accounts for 3.1% of the portfolio, ranked #9.

Holos Integrated Wealth first reported a position in VO in Q4 2024 and has held it in 8 quarters since. The position peaked at $8M in Q3 2025. 912 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Holos Integrated Wealth held 86,217 shares of Vanguard Morningstar Mid-Cap ETF worth $6.91M as of Q3 2026.
Holos Integrated Wealth bought 2,811 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $229K.
Vanguard Morningstar Mid-Cap ETF made up 3.1% of Holos Integrated Wealth's portfolio in Q3 2026, its #9 holding.
Holos Integrated Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Holos Integrated Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $8M in Q3 2025.
912 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.