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

Monograph 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 		$5.51M Buy
70,214
+30,798
+78% +$2.51M 0.43% 28
2026
Q2 		$3.18M Buy
39,416
+5,360
+16% +$416K 0.26% 36
2026
Q1 		$2.45M Buy
34,056
+528
+2% +$39.2K 0.23% 37
2025
Q4 		$2.43M Hold
33,528
– – 0.24% 36
2025
Q3 		$2.47M Buy
33,528
+1,220
+4% +$87.6K 0.25% 36
2025
Q2 		$2.27M Buy
32,308
+2,940
+10% +$193K 0.28% 34
2025
Q1 		$1.9M Hold
29,368
– – 0.26% 36
2024
Q4 		$1.94M Buy
29,368
+1,416
+5% +$96.1K 0.26% 35
2024
Q3 		$1.84M Buy
27,952
+56
+0.2% +$3.52K 0.24% 37
2024
Q2 		$1.69M Buy
27,896
+10,188
+58% +$619K 0.25% 36
2024
Q1 		$1.11M Buy
+17,708
New +$1.05M 0.16% 51

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

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

Monograph Wealth Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 78% in Q3 2026, buying an estimated $2.51M and bringing the position to 70,214 shares worth $5.51M. The position accounts for 0.43% of the portfolio, ranked #28.

Monograph Wealth Advisors first reported a position in VO in Q1 2024 and has held it in 11 quarters since. 2,270 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Monograph Wealth Advisors held 70,214 shares of Vanguard Morningstar Mid-Cap ETF worth $5.51M as of Q3 2026.
  • Monograph Wealth Advisors bought 30,798 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $2.51M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.43% of Monograph Wealth Advisors's portfolio in Q3 2026, its #28 holding.
  • Monograph Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 11 quarters since.
  • 2,270 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Monograph Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.