Melone Private Wealth
VO icon

Melone Private Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Melone Private Wealth’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 		$921K Sell
11,749
-2,775
-19% -$226K 0.36% 36
2026
Q2 		$1.17M Buy
14,524
+40
+0.3% +$3.1K 0.45% 37
2026
Q1 		$1.04M Hold
14,484
– – 0.42% 37
2025
Q4 		$1.05M Buy
14,484
+536
+4% +$39K 0.45% 35
2025
Q3 		$1.02M Buy
13,948
+12
+0.1% +$862 0.46% 32
2025
Q2 		$972K Sell
13,936
-196
-1% -$12.9K 0.5% 31
2025
Q1 		$914K Sell
14,132
-60
-0.4% -$4.03K 0.48% 32
2024
Q4 		$937K Buy
14,192
+36
+0.3% +$2.44K 0.49% 31
2024
Q3 		$934K Buy
14,156
+60
+0.4% +$3.77K 0.5% 31
2024
Q2 		$853K Hold
14,096
– – 0.51% 31
2024
Q1 		$880K Buy
14,096
+32
+0.2% +$1.89K 0.53% 30
2023
Q4 		$818K Sell
14,064
-372
-3% -$19.9K 0.52% 31
2023
Q3 		$752K Buy
14,436
+164
+1% +$8.99K 0.54% 32
2023
Q2 		$785K Buy
14,272
+4
+0% +$210 0.55% 32
2023
Q1 		$738K Sell
14,268
-4,836
-25% -$257K 0.56% 31
2022
Q4 		$973K Sell
19,104
-176
-0.9% -$8.96K 0.82% 28
2022
Q3 		$952K Sell
19,280
-52
-0.3% -$2.72K 0.83% 28
2022
Q2 		$979K Hold
19,332
– – 0.83% 29
2022
Q1 		$1.09M Sell
19,332
-1,496
-7% -$87.8K 0.89% 29
2021
Q4 		$1.33M Buy
+20,828
New +$1.31M 1% 30

Other funds holding VO

Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 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
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 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

Melone Private Wealth's VO Position: Q3 2026 in Review

Melone Private Wealth reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 19% in Q3 2026, selling an estimated $226K and leaving 11,749 shares worth $921K. The position accounts for 0.36% of the portfolio, ranked #36.

Melone Private Wealth first reported a position in VO in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.33M in Q4 2021. 1,250 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Melone Private Wealth held 11,749 shares of Vanguard Morningstar Mid-Cap ETF worth $921K as of Q3 2026.
  • Melone Private Wealth sold 2,775 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $226K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.36% of Melone Private Wealth's portfolio in Q3 2026, its #36 holding.
  • Melone Private Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Melone Private Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $1.33M in Q4 2021.
  • 1,250 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Melone Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.