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Juncture Wealth Strategies’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Juncture Wealth Strategies’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 		$204K Buy
+2,604
New +$212K 0.05% 183
2025
Q3 		– Sell
-3,896
Closed -$273K – 145
2025
Q2 		$273K Sell
3,896
-1,384
-26% -$90.8K 0.1% 104
2025
Q1 		$341K Sell
5,280
-204
-4% -$13.7K 0.13% 96
2024
Q4 		$362K Buy
+5,484
New +$372K 0.13% 90

Other funds holding VO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
VVP
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
CI
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Juncture Wealth Strategies's VO Position: Q3 2026 in Review

Juncture Wealth Strategies opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2026: 2,604 shares worth $204K. The stake represents 0.05% of the portfolio and ranks #183 among its holdings. This is a return to the name: Juncture Wealth Strategies previously reported a position in VO as recently as Q2 2025.

Juncture Wealth Strategies first reported a position in VO in Q4 2024 and has held it in 4 quarters since. The position peaked at $362K in Q4 2024. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Juncture Wealth Strategies held 2,604 shares of Vanguard Morningstar Mid-Cap ETF worth $204K as of Q3 2026.
  • Vanguard Morningstar Mid-Cap ETF was a new Juncture Wealth Strategies position in Q3 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.05% of Juncture Wealth Strategies's portfolio in Q3 2026, its #183 holding.
  • Juncture Wealth Strategies first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 4 quarters since.
  • Juncture Wealth Strategies's Vanguard Morningstar Mid-Cap ETF position peaked at $362K in Q4 2024.
  • 354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Juncture Wealth Strategies's 13F filing for Q3 2026, filed 6 Oct 2026.