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Moneywise Inc’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Moneywise Inc’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 		$1.25M Sell
15,953
-10,458
-40% -$851K 1.19% 23
2026
Q2 		$2.13M Sell
26,411
-1,321
-5% -$102K 0.79% 32
2026
Q1 		$1.99M Sell
27,732
-2,600
-9% -$193K 0.87% 30
2025
Q4 		$2.2M Sell
30,332
-5,400
-15% -$393K 0.92% 29
2025
Q3 		$2.62M Sell
35,732
-896
-2% -$64.3K 1.19% 23
2025
Q2 		$2.56M Sell
36,628
-85,176
-70% -$5.59M 1.2% 20
2025
Q1 		$7.88M Buy
121,804
+83,820
+221% +$5.63M 4.17% 8
2024
Q4 		$2.51M Sell
37,984
-1,772
-4% -$120K 1.26% 19
2024
Q3 		$2.62M Sell
39,756
-988
-2% -$62K 1.29% 20
2024
Q2 		$2.47M Sell
40,744
-1,060
-3% -$64.4K 1.31% 22
2024
Q1 		$2.61M Sell
41,804
-6,260
-13% -$370K 1.42% 19
2023
Q4 		$2.8M Sell
48,064
-7,520
-14% -$402K 1.61% 13
2023
Q3 		$2.89M Sell
55,584
-5,376
-9% -$295K 1.81% 13
2023
Q2 		$3.36M Sell
60,960
-3,156
-5% -$165K 2.08% 12
2023
Q1 		$3.38M Buy
64,116
+1,184
+2% +$63K 2.19% 12
2022
Q4 		$3.21M Sell
62,932
-1,352
-2% -$68.9K 2.4% 9
2022
Q3 		$3.02M Buy
64,284
+300
+0.5% +$15.7K 2.47% 11
2022
Q2 		$3.15M Buy
63,984
+1,396
+2% +$75.4K 2.46% 12
2022
Q1 		$3.72M Sell
62,588
-484
-0.8% -$28.4K 2.45% 13
2021
Q4 		$4.02M Sell
63,072
-9,048
-13% -$567K 2.58% 11
2021
Q3 		$4.27M Buy
72,120
+1,216
+2% +$73.5K 2.78% 10
2021
Q2 		$4.21M Sell
70,904
-2,664
-4% -$154K 2.87% 11
2021
Q1 		$4.07M Sell
73,568
-644
-0.9% -$34.9K 2.75% 11
2020
Q4 		$3.84M Buy
74,212
+1,608
+2% +$77.9K 2.74% 11
2020
Q3 		$3.2M Buy
72,604
+6,172
+9% +$269K 2.54% 12
2020
Q2 		$2.72M Buy
66,432
+46,944
+241% +$1.8M 2.18% 15
2020
Q1 		$641K Buy
+19,488
New +$807K 0.56% 26

Other funds holding VO

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 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

Moneywise Inc's VO Position: Q3 2026 in Review

Moneywise Inc reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 40% in Q3 2026, selling an estimated $851K and leaving 15,953 shares worth $1.25M. The position accounts for 1.19% of the portfolio, ranked #23.

Moneywise Inc first reported a position in VO in Q1 2020 and has held it in 27 quarters since. The position peaked at $7.88M in Q1 2025. 1,418 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Moneywise Inc held 15,953 shares of Vanguard Morningstar Mid-Cap ETF worth $1.25M as of Q3 2026.
  • Moneywise Inc sold 10,458 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $851K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.19% of Moneywise Inc's portfolio in Q3 2026, its #23 holding.
  • Moneywise Inc first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 27 quarters since.
  • Moneywise Inc's Vanguard Morningstar Mid-Cap ETF position peaked at $7.88M in Q1 2025.
  • 1,418 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Moneywise Inc's 13F filing for Q3 2026, filed 30 Oct 2026.