MB, Levis & Associates
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MB, Levis & Associates’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

MB, Levis & Associates’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 		$129K Buy
1,644
+6
+0.4% +$488 0.05% 73
2026
Q2 		$132K Buy
1,638
+6
+0.4% +$465 0.05% 76
2026
Q1 		$117K Buy
1,632
+4
+0.2% +$297 0.05% 73
2025
Q4 		$118K Sell
1,628
-328
-17% -$23.9K 0.05% 74
2025
Q3 		$144K Buy
1,956
+8
+0.4% +$575 0.06% 65
2025
Q2 		$136K Sell
1,948
-56
-3% -$3.68K 0.06% 78
2025
Q1 		$130K Buy
2,004
+12
+0.6% +$805 0.06% 76
2024
Q4 		$132K Buy
1,992
+8
+0.4% +$543 0.07% 73
2024
Q3 		$131K Buy
1,984
+12
+0.6% +$753 0.06% 74
2024
Q2 		$119K Hold
1,972
– – 0.06% 75
2024
Q1 		$123K Buy
1,972
+8
+0.4% +$473 0.07% 74
2023
Q4 		$114K Buy
1,964
+12
+0.6% +$641 0.07% 74
2023
Q3 		$102K Buy
1,952
+4
+0.2% +$219 0.07% 75
2023
Q2 		$107K Buy
1,948
+8
+0.4% +$419 0.07% 77
2023
Q1 		$102K Buy
1,940
+56
+3% +$2.98K 0.07% 78
2022
Q4 		$96.1K Buy
+1,884
New +$96K 0.08% 75

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
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 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

MB, Levis & Associates's VO Position: Q3 2026 in Review

MB, Levis & Associates increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.37% in Q3 2026, buying an estimated $488 and bringing the position to 1,644 shares worth $129K. The position accounts for 0.05% of the portfolio, ranked #73.

MB, Levis & Associates first reported a position in VO in Q4 2022 and has held it in 16 quarters since. The position peaked at $144K in Q3 2025. 838 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • MB, Levis & Associates held 1,644 shares of Vanguard Morningstar Mid-Cap ETF worth $129K as of Q3 2026.
  • MB, Levis & Associates bought 6 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $488.
  • Vanguard Morningstar Mid-Cap ETF made up 0.05% of MB, Levis & Associates's portfolio in Q3 2026, its #73 holding.
  • MB, Levis & Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • MB, Levis & Associates's Vanguard Morningstar Mid-Cap ETF position peaked at $144K in Q3 2025.
  • 838 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.