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

Members 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	$4.9M	Buy	61,089 +11,239	+23%	+$914K	2.44%	10
2026 Q2	$4.02M	Buy	49,850 +5,136	+11%	+$398K	2.2%	9
2026 Q1	$3.43M	Buy	44,714 +8,054	+22%	+$598K	2.05%	9
2025 Q4	$2.75M	Buy	36,660 +4,676	+15%	+$340K	1.72%	14
2025 Q3	$2.35M	Buy	+31,984	New	+$2.3M	1.49%	20
2025 Q1	$1.62M	Buy	25,096 +1,288	+5%	+$86.4K	1.22%	19
2024 Q4	$1.64M	Buy	+23,808	New	+$1.62M	1.22%	21
2024 Q2	$1.78M	Buy	+25,212	New	+$1.53M	1.19%	23

Other funds holding VO

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

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Members Wealth's VO Position: Q3 2026 in Review

Members Wealth increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 23% in Q3 2026, buying an estimated $914K and bringing the position to 61,089 shares worth $4.9M. The position accounts for 2.44% of the portfolio, ranked #10.

Members Wealth first reported a position in VO in Q2 2024 and has held it in 8 quarters since. 1,250 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Members Wealth held 61,089 shares of Vanguard Morningstar Mid-Cap ETF worth $4.9M as of Q3 2026.
Members Wealth bought 11,239 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $914K.
Vanguard Morningstar Mid-Cap ETF made up 2.44% of Members Wealth's portfolio in Q3 2026, its #10 holding.
Members Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 8 quarters since.
1,250 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.