McDonald Partners
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McDonald Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

McDonald Partners’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 		$935K Buy
11,919
+626
+6% +$50.9K 0.22% 105
2026
Q2 		$910K Buy
11,293
+161
+1% +$12.5K 0.22% 105
2026
Q1 		$799K Buy
11,132
+5,584
+101% +$415K 0.19% 113
2025
Q4 		$403K Buy
5,548
+368
+7% +$26.8K 0.13% 144
2025
Q3 		$380K Buy
5,180
+24
+0.5% +$1.72K 0.11% 165
2025
Q2 		$361K Buy
+5,156
New +$338K 0.09% 198
2022
Q3 		– Sell
-5,808
Closed -$286K – 287
2022
Q2 		$286K Buy
5,808
+268
+5% +$14.5K 0.07% 241
2022
Q1 		$329K Sell
5,540
-7,660
-58% -$449K 0.07% 245
2021
Q4 		$841K Buy
13,200
+7,384
+127% +$463K 0.78% 36
2021
Q3 		$344K Hold
5,816
– – 0.08% 235
2021
Q2 		$345K Sell
5,816
-136
-2% -$7.88K 0.08% 232
2021
Q1 		$329K Hold
5,952
– – 0.08% 229
2020
Q4 		$308K Buy
+5,952
New +$288K 0.09% 224

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Truist Financial
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Kestra Advisory Services
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Catalyst Capital Advisors
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SigFig Wealth Management
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McDonald Partners's VO Position: Q3 2026 in Review

McDonald Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.5% in Q3 2026, buying an estimated $50.9K and bringing the position to 11,919 shares worth $935K. The position accounts for 0.22% of the portfolio, ranked #105.

McDonald Partners first reported a position in VO in Q4 2020 and has held it in 13 quarters since. 1,500 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • McDonald Partners held 11,919 shares of Vanguard Morningstar Mid-Cap ETF worth $935K as of Q3 2026.
  • McDonald Partners bought 626 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $50.9K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.22% of McDonald Partners's portfolio in Q3 2026, its #105 holding.
  • McDonald Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 13 quarters since.
  • 1,500 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on McDonald Partners's 13F filing for Q3 2026, filed 3 Nov 2026.