Hoxton Planning & Management
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Hoxton Planning & Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Hoxton Planning & 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 		$309K Buy
3,944
+414
+12% +$33.7K 0.08% 164
2026
Q2 		$284K Sell
3,530
-550
-13% -$42.6K 0.07% 185
2026
Q1 		$293K Hold
4,080
– – 0.09% 163
2025
Q4 		$296K Sell
4,080
-84
-2% -$6.11K 0.09% 161
2025
Q3 		$306K Hold
4,164
– – 0.1% 155
2025
Q2 		$291K Sell
4,164
-224
-5% -$14.7K 0.1% 159
2025
Q1 		$284K Sell
4,388
-180
-4% -$12.1K 0.11% 156
2024
Q4 		$302K Buy
4,568
+404
+10% +$27.4K 0.12% 157
2024
Q3 		$275K Buy
+4,164
New +$261K 0.11% 161

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
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 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
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Hoxton Planning & Management's VO Position: Q3 2026 in Review

Hoxton Planning & Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 12% in Q3 2026, buying an estimated $33.7K and bringing the position to 3,944 shares worth $309K. The position accounts for 0.08% of the portfolio, ranked #164.

Hoxton Planning & Management first reported a position in VO in Q3 2024 and has held it in 9 quarters since. 1,130 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Hoxton Planning & Management held 3,944 shares of Vanguard Morningstar Mid-Cap ETF worth $309K as of Q3 2026.
  • Hoxton Planning & Management bought 414 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $33.7K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.08% of Hoxton Planning & Management's portfolio in Q3 2026, its #164 holding.
  • Hoxton Planning & Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 9 quarters since.
  • 1,130 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.