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

New Perspectives 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 		$2.75M Sell
35,057
-70
-0.2% -$5.69K 0.84% 12
2026
Q2 		$2.83M Sell
35,127
-261
-0.7% -$20.2K 0.87% 12
2026
Q1 		$2.54M Sell
35,388
-384
-1% -$28.5K 0.88% 12
2025
Q4 		$2.6M Sell
35,772
-332
-0.9% -$24.2K 0.9% 12
2025
Q3 		$2.65M Buy
36,104
+300
+0.8% +$21.5K 1.19% 12
2025
Q2 		$2.5M Sell
35,804
-1,460
-4% -$95.8K 1.24% 10
2025
Q1 		$2.41M Sell
37,264
-1,364
-4% -$91.5K 1.29% 11
2024
Q4 		$2.55M Sell
38,628
-112
-0.3% -$7.6K 1.37% 11
2024
Q3 		$2.56M Sell
38,740
-172
-0.4% -$10.8K 1.36% 11
2024
Q2 		$2.36M Sell
38,912
-340
-0.9% -$20.7K 1.26% 10
2024
Q1 		$2.45M Buy
+39,252
New +$2.32M 1.36% 9
2022
Q4 		$2.23M Buy
43,716
+2,448
+6% +$125K 1.71% 8
2022
Q3 		$1.94M Buy
41,268
+668
+2% +$34.9K 1.67% 9
2022
Q2 		$2M Buy
40,600
+8
+0% +$432 1.63% 10
2022
Q1 		$2.41M Buy
40,592
+12
+0% +$704 1.74% 9
2021
Q4 		$2.58M Sell
40,580
-204
-0.5% -$12.8K 1.83% 9
2021
Q3 		$2.41M Buy
40,784
+8
+0% +$483 1.78% 10
2021
Q2 		$2.42M Buy
+40,776
New +$2.36M 1.88% 9

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
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
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
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 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

New Perspectives Inc's VO Position: Q3 2026 in Review

New Perspectives Inc reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.2% in Q3 2026, selling an estimated $5.69K and leaving 35,057 shares worth $2.75M. The position accounts for 0.84% of the portfolio, ranked #12.

New Perspectives Inc first reported a position in VO in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.83M in Q2 2026. 998 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • New Perspectives Inc held 35,057 shares of Vanguard Morningstar Mid-Cap ETF worth $2.75M as of Q3 2026.
  • New Perspectives Inc sold 70 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $5.69K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.84% of New Perspectives Inc's portfolio in Q3 2026, its #12 holding.
  • New Perspectives Inc first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and has held it in 18 quarters since.
  • New Perspectives Inc's Vanguard Morningstar Mid-Cap ETF position peaked at $2.83M in Q2 2026.
  • 998 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on New Perspectives Inc's 13F filing for Q3 2026, filed 14 Oct 2026.