Matrix Asset Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Matrix Asset Advisors's VO Position: Q3 2026 in Review

Matrix Asset Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 9.9% in Q3 2026, buying an estimated $302K and bringing the position to 41,182 shares worth $3.23M. The position accounts for 0.27% of the portfolio, ranked #51.

Matrix Asset Advisors first reported a position in VO in Q2 2021 and has held it in 16 quarters since. 1,154 funds tracked by Wall St. Rank hold VO as of Q3 2026.

• Matrix Asset Advisors held 41,182 shares of Vanguard Morningstar Mid-Cap ETF worth $3.23M as of Q3 2026.
• Matrix Asset Advisors bought 3,710 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $302K.
• Vanguard Morningstar Mid-Cap ETF made up 0.27% of Matrix Asset Advisors's portfolio in Q3 2026, its #51 holding.
• Matrix Asset Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and has held it in 16 quarters since.
• 1,154 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Matrix Asset Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.