McCarley & Cook Financial Planners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

McCarley & Cook Financial Planners’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	$127K	Hold	1,625	–	–	0.1%	67
2026 Q2	$131K	Buy	1,625 +1	+0.1%	+$78	0.1%	64
2026 Q1	$117K	Hold	1,624	–	–	0.1%	69
2025 Q4	$118K	Buy	+1,624	New	+$118K	0.11%	63

Other funds holding VO

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

McCarley & Cook Financial Planners's VO Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 1,625 shares worth $127K. The position accounts for 0.1% of the portfolio, ranked #67.

McCarley & Cook Financial Planners first reported a position in VO in Q4 2025 and has held it in 4 quarters since. The position peaked at $131K in Q2 2026. 856 funds tracked by Wall St. Rank hold VO as of Q3 2026.

McCarley & Cook Financial Planners held 1,625 shares of Vanguard Morningstar Mid-Cap ETF worth $127K as of Q3 2026.
McCarley & Cook Financial Planners left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.1% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #67 holding.
McCarley & Cook Financial Planners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
McCarley & Cook Financial Planners's Vanguard Morningstar Mid-Cap ETF position peaked at $131K in Q2 2026.
856 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.