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

M Wealth Management LLC’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	$317K	Buy	4,041 +15	+0.4%	+$1.22K	0.24%	52
2026 Q2	$324K	Buy	4,026 +14	+0.3%	+$1.08K	0.25%	48
2026 Q1	$288K	Buy	4,012 +12	+0.3%	+$892	0.24%	48
2025 Q4	$290K	Buy	4,000 +32	+0.8%	+$2.33K	0.25%	42
2025 Q3	$291K	Buy	3,968 +16	+0.4%	+$1.15K	0.26%	38
2025 Q2	$277K	Hold	3,952	–	–	0.26%	38
2025 Q1	$256K	Buy	3,952 +16	+0.4%	+$1.07K	0.24%	38
2024 Q4	$260K	Buy	+3,936	New	+$267K	0.24%	40

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

M Wealth Management LLC's VO Position: Q3 2026 in Review

M Wealth Management LLC increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.37% in Q3 2026, buying an estimated $1.22K and bringing the position to 4,041 shares worth $317K. The position accounts for 0.24% of the portfolio, ranked #52.

M Wealth Management LLC first reported a position in VO in Q4 2024 and has held it in 8 quarters since. The position peaked at $324K in Q2 2026. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

M Wealth Management LLC held 4,041 shares of Vanguard Morningstar Mid-Cap ETF worth $317K as of Q3 2026.
M Wealth Management LLC bought 15 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $1.22K.
Vanguard Morningstar Mid-Cap ETF made up 0.24% of M Wealth Management LLC's portfolio in Q3 2026, its #52 holding.
M Wealth Management LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
M Wealth Management LLC's Vanguard Morningstar Mid-Cap ETF position peaked at $324K in Q2 2026.
354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on M Wealth Management LLC's 13F filing for Q3 2026, filed 14 Oct 2026.