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

MKT 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 		$360K Buy
4,473
+299
+7% +$24.3K 0.12% 103
2026
Q2 		$336K Sell
4,174
-286
-6% -$22.2K 0.1% 112
2026
Q1 		$325K Sell
4,460
-4
-0.1% -$297 0.11% 111
2025
Q4 		$331K Hold
4,464
– – 0.11% 120
2025
Q3 		$327K Sell
4,464
-308
-6% -$22.1K 0.12% 121
2025
Q2 		$336K Sell
4,772
-188
-4% -$12.3K 0.13% 106
2025
Q1 		$288K Buy
4,960
+4
+0.1% +$268 0.14% 106
2024
Q4 		$339K Buy
4,956
+12
+0.2% +$815 0.15% 103
2024
Q3 		$324K Sell
4,944
-20
-0.4% -$1.26K 0.15% 102
2024
Q2 		$300K Buy
4,964
+8
+0.2% +$486 0.15% 106
2024
Q1 		$302K Hold
4,956
– – 0.17% 104
2023
Q4 		$283K Buy
4,956
+16
+0.3% +$855 0.19% 105
2023
Q3 		$254K Buy
4,940
+568
+13% +$31.2K 0.19% 106
2023
Q2 		$248K Sell
4,372
-568
-11% -$29.8K 0.18% 113
2023
Q1 		$256K Buy
4,940
+8
+0.2% +$426 0.19% 108
2022
Q4 		$263K Sell
4,932
-3,488
-41% -$178K 0.2% 100
2022
Q3 		$396K Buy
8,420
+352
+4% +$18.4K 0.34% 63
2022
Q2 		$404K Buy
8,068
+24
+0.3% +$1.3K 0.32% 68
2022
Q1 		$417K Buy
+8,044
New +$472K 0.31% 69

Other funds holding VO

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
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
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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

MKT Advisors's VO Position: Q3 2026 in Review

MKT Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 7.2% in Q3 2026, buying an estimated $24.3K and bringing the position to 4,473 shares worth $360K. The position accounts for 0.12% of the portfolio, ranked #103.

MKT Advisors first reported a position in VO in Q1 2022 and has held it in 19 quarters since. The position peaked at $417K in Q1 2022. 835 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • MKT Advisors held 4,473 shares of Vanguard Morningstar Mid-Cap ETF worth $360K as of Q3 2026.
  • MKT Advisors bought 299 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $24.3K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.12% of MKT Advisors's portfolio in Q3 2026, its #103 holding.
  • MKT Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 19 quarters since.
  • MKT Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $417K in Q1 2022.
  • 835 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on MKT Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.