Obermeyer Wealth Partners
VO icon

Obermeyer Wealth Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Obermeyer Wealth Partners’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 		$260K Hold
3,312
– – 0.01% 268
2026
Q2 		$267K Hold
3,312
– – 0.01% 264
2026
Q1 		$238K Hold
3,312
– – 0.01% 268
2025
Q4 		$240K Hold
3,312
– – 0.01% 261
2025
Q3 		$243K Sell
3,312
-416
-11% -$29.9K 0.01% 258
2025
Q2 		$261K Buy
+3,728
New +$245K 0.01% 235

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Obermeyer Wealth Partners's VO Position: Q3 2026 in Review

Obermeyer Wealth Partners held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 3,312 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #268.

Obermeyer Wealth Partners first reported a position in VO in Q2 2025 and has held it in 6 quarters since. The position peaked at $267K in Q2 2026. 1,330 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Obermeyer Wealth Partners held 3,312 shares of Vanguard Morningstar Mid-Cap ETF worth $260K as of Q3 2026.
  • Obermeyer Wealth Partners left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #268 holding.
  • Obermeyer Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and has held it in 6 quarters since.
  • Obermeyer Wealth Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $267K in Q2 2026.
  • 1,330 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.