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Noble Wealth Management PBC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Noble Wealth Management PBC’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 		$794K Sell
10,131
-138
-1% -$11.2K 0.36% 78
2026
Q2 		$827K Sell
10,269
-11
-0.1% -$853 0.37% 75
2026
Q1 		$738K Sell
10,280
-100
-1% -$7.43K 0.37% 70
2025
Q4 		$753K Sell
10,380
-352
-3% -$25.6K 0.38% 64
2025
Q3 		$788K Buy
+10,732
New +$771K 0.42% 64
2025
Q1 		$669K Buy
10,352
+728
+8% +$48.9K 0.46% 64
2024
Q4 		$636K Buy
+9,624
New +$653K 0.44% 68

Other funds holding VO

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Noble Wealth Management PBC's VO Position: Q3 2026 in Review

Noble Wealth Management PBC reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.3% in Q3 2026, selling an estimated $11.2K and leaving 10,131 shares worth $794K. The position accounts for 0.36% of the portfolio, ranked #78.

Noble Wealth Management PBC first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $827K in Q2 2026. 17 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Noble Wealth Management PBC held 10,131 shares of Vanguard Morningstar Mid-Cap ETF worth $794K as of Q3 2026.
  • Noble Wealth Management PBC sold 138 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $11.2K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.36% of Noble Wealth Management PBC's portfolio in Q3 2026, its #78 holding.
  • Noble Wealth Management PBC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Noble Wealth Management PBC's Vanguard Morningstar Mid-Cap ETF position peaked at $827K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.