Matthew Hamilton Rosenberg’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Matthew Hamilton Rosenberg’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	$1.88K	Hold	24	–	–	﹤0.01%	758
2026 Q2	$1.93K	Hold	24	–	–	﹤0.01%	738
2026 Q1	$1.72K	Hold	24	–	–	﹤0.01%	739
2025 Q4	$1.74K	Hold	24	–	–	﹤0.01%	748
2025 Q3	$1.76K	Hold	24	–	–	﹤0.01%	755
2025 Q2	$1.68K	Buy	+24	New	+$1.57K	﹤0.01%	788
2023 Q3	–	Sell	-40	Closed	-$2.2K	–	966
2023 Q2	$2.2K	Hold	40	–	–	﹤0.01%	748
2023 Q1	$2.11K	Hold	40	–	–	﹤0.01%	787
2022 Q4	$2.04K	Hold	40	–	–	﹤0.01%	780
2022 Q3	$2K	Hold	40	–	–	﹤0.01%	784
2022 Q2	$2K	Hold	40	–	–	﹤0.01%	755
2022 Q1	$2K	Hold	40	–	–	﹤0.01%	723
2021 Q4	$3K	Hold	40	–	–	﹤0.01%	676
2021 Q3	$2K	Buy	+40	New	+$2.42K	﹤0.01%	667

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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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

Matthew Hamilton Rosenberg's VO Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 24 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Matthew Hamilton Rosenberg first reported a position in VO in Q3 2021 and has held it in 14 quarters since. The position peaked at $3K in Q4 2021. 353 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Matthew Hamilton Rosenberg held 24 shares of Vanguard Morningstar Mid-Cap ETF worth $1.88K as of Q3 2026.
Matthew Hamilton Rosenberg left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #758 holding.
Matthew Hamilton Rosenberg first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2021 and has held it in 14 quarters since.
Matthew Hamilton Rosenberg's Vanguard Morningstar Mid-Cap ETF position peaked at $3K in Q4 2021.
353 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.