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

MFA Wealth Advisors’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 		– Sell
-73,861
Closed -$5.95M – 102
2026
Q2 		$5.95M Buy
73,861
+5,385
+8% +$417K 1.01% 26
2026
Q1 		$4.92M Buy
68,476
+4,540
+7% +$337K 0.97% 26
2025
Q4 		$4.64M Buy
63,936
+3,240
+5% +$236K 0.98% 27
2025
Q3 		$4.46M Buy
60,696
+3,876
+7% +$278K 0.97% 28
2025
Q2 		$3.97M Buy
56,820
+52,600
+1,246% +$3.45M 0.93% 29
2025
Q1 		$273K Buy
4,220
+492
+13% +$33K 0.07% 76
2024
Q4 		$246K Hold
3,728
– – 0.06% 69
2024
Q3 		$246K Hold
3,728
– – 0.05% 87
2024
Q2 		$226K Hold
3,728
– – 0.05% 91
2024
Q1 		$233K Hold
3,728
– – 0.06% 79
2023
Q4 		$217K Buy
+3,728
New +$199K 0.06% 86
2023
Q1 		– Sell
-93,420
Closed -$4.76M – 79
2022
Q4 		$4.76M Buy
93,420
+3,312
+4% +$169K 1.72% 18
2022
Q3 		$4.24M Buy
90,108
+3,392
+4% +$177K 1.57% 19
2022
Q2 		$4.27M Buy
86,716
+5,492
+7% +$297K 1.56% 19
2022
Q1 		$4.83M Buy
81,224
+34,560
+74% +$2.03M 1.54% 22
2021
Q4 		$2.97M Buy
46,664
+400
+0.9% +$25.1K 1.26% 25
2021
Q3 		$2.74M Sell
46,264
-3,964
-8% -$240K 1.26% 25
2021
Q2 		$2.98M Sell
50,228
-1,164
-2% -$67.5K 1.35% 28
2021
Q1 		$2.86M Buy
+51,392
New +$2.79M 1.39% 28
2020
Q3 		– Sell
-404,192
Closed -$16.6M – 225
2020
Q2 		$16.6M Buy
404,192
+24,764
+7% +$949K 10.71% 1
2020
Q1 		$12.5M Buy
+379,428
New +$15.7M 12.13% 1

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

MFA Wealth Advisors's VO Position: Q3 2026 in Review

MFA Wealth Advisors sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2026, closing a stake of 73,861 shares — an estimated $5.95M sold.

MFA Wealth Advisors first reported a position in VO in Q1 2020 and held it in 21 quarters. The position peaked at $16.6M in Q2 2020. 1,250 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • MFA Wealth Advisors reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • MFA Wealth Advisors sold 73,861 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $5.95M.
  • MFA Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and held it in 21 quarters.
  • MFA Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $16.6M in Q2 2020.
  • 1,250 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.