LongView Wealth Management
VO icon

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

LongView 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 		$4.93M Buy
62,846
+1,162
+2% +$94.5K 1.19% 18
2026
Q2 		$4.97M Buy
61,684
+1,460
+2% +$113K 1.28% 16
2026
Q1 		$4.55M Sell
60,224
-2,392
-4% -$178K 1.14% 17
2025
Q4 		$4.68M Buy
62,616
+5,332
+9% +$388K 1.13% 20
2025
Q3 		$4.21M Buy
57,284
+17,012
+42% +$1.22M 1.14% 22
2025
Q2 		$2.82M Buy
40,272
+10,496
+35% +$689K 0.85% 30
2025
Q1 		$1.93M Buy
29,776
+4,960
+20% +$333K 0.58% 41
2024
Q4 		$1.64M Buy
24,816
+28
+0.1% +$1.9K 0.5% 45
2024
Q3 		$1.63M Buy
24,788
+1,964
+9% +$123K 0.52% 45
2024
Q2 		$1.38M Sell
22,824
-756
-3% -$45.9K 0.51% 45
2024
Q1 		$1.47M Sell
23,580
-7,828
-25% -$463K 0.58% 43
2023
Q4 		$1.8M Buy
+31,408
New +$1.68M 0.81% 31

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
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
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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

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

LongView Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.9% in Q3 2026, buying an estimated $94.5K and bringing the position to 62,846 shares worth $4.93M. The position accounts for 1.19% of the portfolio, ranked #18.

LongView Wealth Management first reported a position in VO in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.97M in Q2 2026. 736 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • LongView Wealth Management held 62,846 shares of Vanguard Morningstar Mid-Cap ETF worth $4.93M as of Q3 2026.
  • LongView Wealth Management bought 1,162 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $94.5K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.19% of LongView Wealth Management's portfolio in Q3 2026, its #18 holding.
  • LongView Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • LongView Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $4.97M in Q2 2026.
  • 736 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.