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

Networth 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 		$730K Buy
9,303
+34
+0.4% +$2.77K 0.42% 39
2026
Q2 		$747K Buy
9,269
+9,193
+12,096% +$713K 0.43% 37
2026
Q1 		$5.46K Hold
76
– – ﹤0.01% 239
2025
Q4 		$5.51K Buy
+76
New +$5.53K ﹤0.01% 193

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

Networth Advisors's VO Position: Q3 2026 in Review

Networth Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.37% in Q3 2026, buying an estimated $2.77K and bringing the position to 9,303 shares worth $730K. The position accounts for 0.42% of the portfolio, ranked #39.

Networth Advisors first reported a position in VO in Q4 2025 and has held it in 4 quarters since. The position peaked at $747K in Q2 2026. 2,270 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Networth Advisors held 9,303 shares of Vanguard Morningstar Mid-Cap ETF worth $730K as of Q3 2026.
  • Networth Advisors bought 34 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $2.77K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.42% of Networth Advisors's portfolio in Q3 2026, its #39 holding.
  • Networth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Networth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $747K in Q2 2026.
  • 2,270 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Networth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.