McLean Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

McLean Asset 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	$356K	Buy	4,478 +137	+3%	+$11.1K	0.05%	127
2026 Q2	$351K	Buy	4,341 +13	+0.3%	+$1.01K	0.05%	131
2026 Q1	$311K	Buy	4,328 +128	+3%	+$9.5K	0.05%	128
2025 Q4	$315K	Hold	4,200	–	–	0.06%	128
2025 Q3	$310K	Hold	4,200	–	–	0.06%	130
2025 Q2	$297K	Hold	4,200	–	–	0.08%	125
2025 Q1	$240K	Buy	4,200 +524	+14%	+$35.2K	0.08%	132
2024 Q4	$243K	Hold	3,676	–	–	0.07%	137
2024 Q3	$242K	Sell	3,676 -120	-3%	-$7.53K	0.07%	138
2024 Q2	$231K	Buy	3,796 +120	+3%	+$7.29K	0.07%	142
2024 Q1	$227K	Hold	3,676	–	–	0.08%	141
2023 Q4	$210K	Buy	+3,676	New	+$196K	0.08%	138
2023 Q3	–	Sell	-3,736	Closed	-$206K	–	138
2023 Q2	$206K	Buy	+3,736	New	+$196K	0.08%	129
2021 Q3	–	Sell	-4,304	Closed	-$251K	–	136
2021 Q2	$251K	Hold	4,304	–	–	0.11%	91
2021 Q1	$252K	Hold	4,304	–	–	0.2%	83
2020 Q4	$222K	Buy	+4,304	New	+$208K	0.2%	84

Other funds holding VO

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

McLean Asset Management's VO Position: Q3 2026 in Review

McLean Asset Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.2% in Q3 2026, buying an estimated $11.1K and bringing the position to 4,478 shares worth $356K. The position accounts for 0.05% of the portfolio, ranked #127.

McLean Asset Management first reported a position in VO in Q4 2020 and has held it in 16 quarters since. 1,850 funds tracked by Wall St. Rank hold VO as of Q3 2026.

McLean Asset Management held 4,478 shares of Vanguard Morningstar Mid-Cap ETF worth $356K as of Q3 2026.
McLean Asset Management bought 137 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $11.1K.
Vanguard Morningstar Mid-Cap ETF made up 0.05% of McLean Asset Management's portfolio in Q3 2026, its #127 holding.
McLean Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 16 quarters since.
1,850 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on McLean Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.