Optivise Advisory Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
Other funds holding VO
Optivise Advisory Services's VO Position: Q3 2026 in Review
Optivise Advisory Services increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.6% in Q3 2026, buying an estimated $41K and bringing the position to 9,478 shares worth $743K. The position accounts for 0.36% of the portfolio, ranked #73.
Optivise Advisory Services first reported a position in VO in Q2 2024 and has held it in 10 quarters since. The position peaked at $761K in Q2 2025. 1,651 funds tracked by Wall St. Rank hold VO as of Q3 2026.
- Optivise Advisory Services held 9,478 shares of Vanguard Morningstar Mid-Cap ETF worth $743K as of Q3 2026.
- Optivise Advisory Services bought 504 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $41K.
- Vanguard Morningstar Mid-Cap ETF made up 0.36% of Optivise Advisory Services's portfolio in Q3 2026, its #73 holding.
- Optivise Advisory Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 10 quarters since.
- Optivise Advisory Services's Vanguard Morningstar Mid-Cap ETF position peaked at $761K in Q2 2025.
- 1,651 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.
Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.