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

Maltin 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	$3.16M	Sell	40,345 -12,468	-24%	-$1.01M	1.03%	39
2026 Q2	$4.26M	Buy	52,813 +3,437	+7%	+$266K	1.42%	22
2026 Q1	$3.54M	Buy	49,376 +2,668	+6%	+$198K	1.35%	25
2025 Q4	$3.39M	Buy	46,708 +1,920	+4%	+$140K	1.35%	26
2025 Q3	$3.29M	Buy	44,788 +2,148	+5%	+$154K	1.37%	28
2025 Q2	$2.98M	Buy	42,640 +2,612	+7%	+$171K	1.34%	28
2025 Q1	$2.59M	Buy	40,028 +2,304	+6%	+$155K	1.22%	28
2024 Q4	$2.49M	Buy	37,724 +2,912	+8%	+$198K	1.22%	27
2024 Q3	$2.3M	Buy	34,812 +2,548	+8%	+$160K	1.12%	31
2024 Q2	$1.95M	Buy	32,264 +3,120	+11%	+$190K	1.05%	34
2024 Q1	$1.82M	Buy	29,144 +4,992	+21%	+$295K	1.02%	33
2023 Q4	$1.4M	Buy	24,152 +2,552	+12%	+$136K	0.89%	36
2023 Q3	$1.12M	Buy	21,600 +956	+5%	+$52.4K	0.79%	43
2023 Q2	$1.14M	Buy	20,644 +1,100	+6%	+$57.7K	0.8%	40
2023 Q1	$1.03M	Buy	19,544 +384	+2%	+$20.4K	0.74%	46
2022 Q4	$976K	Buy	19,160 +484	+3%	+$24.7K	0.71%	47
2022 Q3	$878K	Buy	18,676 +580	+3%	+$30.3K	0.69%	50
2022 Q2	$891K	Sell	18,096 -1,796	-9%	-$97K	0.64%	55
2022 Q1	$1.18M	Buy	19,892 +172	+0.9%	+$10.1K	0.78%	45
2021 Q4	$1.26M	Buy	19,720 +2,380	+14%	+$149K	0.75%	43
2021 Q3	$1.03M	Sell	17,340 -348	-2%	-$21K	0.63%	44
2021 Q2	$1.05M	Buy	17,688 +3,412	+24%	+$198K	0.64%	44
2021 Q1	$790K	Buy	14,276 +3,108	+28%	+$169K	0.51%	51
2020 Q4	$577K	Buy	11,168 +2,056	+23%	+$99.5K	0.4%	56
2020 Q3	$401K	Buy	9,112 +2,760	+43%	+$120K	0.29%	65
2020 Q2	$260K	Buy	6,352 +24	+0.4%	+$919	0.2%	68
2020 Q1	$208K	Buy	6,328 +36	+0.6%	+$1.49K	0.18%	74
2019 Q4	$280K	Buy	+6,292	New	+$270K	0.18%	60

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Maltin Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 24% in Q3 2026, selling an estimated $1.01M and leaving 40,345 shares worth $3.16M. The position accounts for 1.03% of the portfolio, ranked #39.

Maltin Wealth Management first reported a position in VO in Q4 2019 and has held it in 28 quarters since. The position peaked at $4.26M in Q2 2026. 265 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Maltin Wealth Management held 40,345 shares of Vanguard Morningstar Mid-Cap ETF worth $3.16M as of Q3 2026.
Maltin Wealth Management sold 12,468 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $1.01M.
Vanguard Morningstar Mid-Cap ETF made up 1.03% of Maltin Wealth Management's portfolio in Q3 2026, its #39 holding.
Maltin Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 28 quarters since.
Maltin Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $4.26M in Q2 2026.
265 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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