LifeGoal Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

LifeGoal Wealth Advisors’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	$203K	Buy	2,595 +17	+0.7%	+$1.38K	0.06%	206
2026 Q2	$208K	Buy	+2,578	New	+$200K	0.1%	147

Other funds holding VO

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

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

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

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LifeGoal Wealth Advisors's VO Position: Q3 2026 in Review

LifeGoal Wealth Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.66% in Q3 2026, buying an estimated $1.38K and bringing the position to 2,595 shares worth $203K. The position accounts for 0.06% of the portfolio, ranked #206.

LifeGoal Wealth Advisors first reported a position in VO in Q2 2026 and has held it in 2 quarters since. The position peaked at $208K in Q2 2026. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

LifeGoal Wealth Advisors held 2,595 shares of Vanguard Morningstar Mid-Cap ETF worth $203K as of Q3 2026.
LifeGoal Wealth Advisors bought 17 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $1.38K.
Vanguard Morningstar Mid-Cap ETF made up 0.06% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #206 holding.
LifeGoal Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2026 and has held it in 2 quarters since.
LifeGoal Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $208K in Q2 2026.
354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.