Middleton & Co’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Middleton & Co’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	$246K	Hold	3,136	–	–	0.03%	152
2026 Q2	$253K	Hold	3,136	–	–	0.03%	149
2026 Q1	$225K	Hold	3,136	–	–	0.03%	155
2025 Q4	$228K	Hold	3,136	–	–	0.02%	157
2025 Q3	$230K	Hold	3,136	–	–	0.02%	156
2025 Q2	$219K	Hold	3,136	–	–	0.02%	153
2025 Q1	$203K	Sell	3,136 -100	-3%	-$6.71K	0.02%	154
2024 Q4	$214K	Hold	3,236	–	–	0.02%	153
2024 Q3	$213K	Sell	3,236 -100	-3%	-$6.28K	0.02%	163
2024 Q2	$202K	Hold	3,336	–	–	0.02%	164
2024 Q1	$208K	Buy	+3,336	New	+$197K	0.02%	164

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

Middleton & Co's VO Position: Q3 2026 in Review

Middleton & Co held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 3,136 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #152.

Middleton & Co first reported a position in VO in Q1 2024 and has held it in 11 quarters since. The position peaked at $253K in Q2 2026. 1,250 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Middleton & Co held 3,136 shares of Vanguard Morningstar Mid-Cap ETF worth $246K as of Q3 2026.
Middleton & Co left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Middleton & Co's portfolio in Q3 2026, its #152 holding.
Middleton & Co first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 11 quarters since.
Middleton & Co's Vanguard Morningstar Mid-Cap ETF position peaked at $253K in Q2 2026.
1,250 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Middleton & Co's 13F filing for Q3 2026, filed 23 Oct 2026.