Human Investing’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Human Investing’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	$678K	Buy	8,644 +40	+0.5%	+$3.25K	0.09%	53
2026 Q2	$693K	Sell	8,604 -1,404	-14%	-$109K	0.09%	56
2026 Q1	$718K	Buy	10,008 +1,708	+21%	+$127K	0.1%	54
2025 Q4	$602K	Buy	8,300 +1,116	+16%	+$81.2K	0.09%	58
2025 Q3	$528K	Buy	7,184 +552	+8%	+$39.6K	0.08%	61
2025 Q2	$464K	Buy	+6,632	New	+$435K	0.07%	65
2025 Q1	–	Sell	-2,216	Closed	-$146K	–	299
2024 Q4	$146K	Buy	+2,216	New	+$150K	0.03%	101
2022 Q3	–	Sell	-9,228	Closed	-$454K	–	124
2022 Q2	$454K	Buy	+9,228	New	+$499K	0.11%	95
2021 Q2	–	Sell	-280	Closed	-$15K	–	285
2021 Q1	$15K	Hold	280	–	–	﹤0.01%	216
2020 Q4	$14K	Sell	280 -564	-67%	-$27.3K	﹤0.01%	216
2020 Q3	$37K	Buy	844 +284	+51%	+$12.4K	0.01%	166
2020 Q2	$23K	Sell	560 -2,424	-81%	-$92.9K	0.01%	183
2020 Q1	$98K	Buy	+2,984	New	+$124K	0.04%	112
2019 Q1	–	Sell	-14,300	Closed	-$494K	–	423
2018 Q4	$494K	Buy	+14,300	New	+$537K	0.21%	93

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

CIBC Bancorp USA Chicago, Illinois $79.9B AUM

Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Human Investing's VO Position: Q3 2026 in Review

Human Investing increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.46% in Q3 2026, buying an estimated $3.25K and bringing the position to 8,644 shares worth $678K. The position accounts for 0.09% of the portfolio, ranked #53.

Human Investing first reported a position in VO in Q4 2018 and has held it in 14 quarters since. The position peaked at $718K in Q1 2026. 2,176 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Human Investing held 8,644 shares of Vanguard Morningstar Mid-Cap ETF worth $678K as of Q3 2026.
Human Investing bought 40 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $3.25K.
Vanguard Morningstar Mid-Cap ETF made up 0.09% of Human Investing's portfolio in Q3 2026, its #53 holding.
Human Investing first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 14 quarters since.
Human Investing's Vanguard Morningstar Mid-Cap ETF position peaked at $718K in Q1 2026.
2,176 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Human Investing's 13F filing for Q3 2026, filed 19 Oct 2026.