NCM
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Northside Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Northside Capital Management’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 		$384K Buy
4,902
+758
+18% +$61.7K 0.03% 151
2026
Q2 		$334K Buy
4,144
+4
+0.1% +$310 0.03% 157
2026
Q1 		$298K Buy
+4,140
New +$308K 0.03% 164

Other funds holding VO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Northside Capital Management's VO Position: Q3 2026 in Review

Northside Capital Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 18% in Q3 2026, buying an estimated $61.7K and bringing the position to 4,902 shares worth $384K. The position accounts for 0.03% of the portfolio, ranked #151.

Northside Capital Management first reported a position in VO in Q1 2026 and has held it in 3 quarters since. 208 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Northside Capital Management held 4,902 shares of Vanguard Morningstar Mid-Cap ETF worth $384K as of Q3 2026.
  • Northside Capital Management bought 758 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $61.7K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.03% of Northside Capital Management's portfolio in Q3 2026, its #151 holding.
  • Northside Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • 208 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Northside Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.