Level Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Level Wealth 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	$1.46M	Hold	18,622	–	–	0.56%	24
2026 Q2	$1.5M	Buy	18,622 +14	+0.1%	+$1.08K	0.6%	22
2026 Q1	$1.34M	Buy	18,608 +4,176	+29%	+$310K	0.63%	22
2025 Q4	$1.05M	Buy	+14,432	New	+$1.05M	0.54%	23
2025 Q3	–	Sell	-3,968	Closed	-$278K	–	63
2025 Q2	$278K	Hold	3,968	–	–	0.16%	54
2025 Q1	$257K	Hold	3,968	–	–	0.17%	46
2024 Q4	$262K	Buy	+3,968	New	+$269K	0.19%	44

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

Level Wealth Management's VO Position: Q3 2026 in Review

Level Wealth Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 18,622 shares worth $1.46M. The position accounts for 0.56% of the portfolio, ranked #24.

Level Wealth Management first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.5M in Q2 2026. 912 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Level Wealth Management held 18,622 shares of Vanguard Morningstar Mid-Cap ETF worth $1.46M as of Q3 2026.
Level Wealth Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.56% of Level Wealth Management's portfolio in Q3 2026, its #24 holding.
Level Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Level Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $1.5M in Q2 2026.
912 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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