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

Orgel Wealth 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	$456K	Sell	5,812 -44	-0.8%	-$3.58K	0.01%	85
2026 Q2	$472K	Buy	+5,856	New	+$454K	0.01%	88
2022 Q2	–	Sell	-6,048	Closed	-$360K	–	75
2022 Q1	$360K	Sell	6,048 -80	-1%	-$4.69K	0.02%	43
2021 Q4	$390K	Buy	6,128 +972	+19%	+$60.9K	0.04%	39
2021 Q3	$305K	Hold	5,156	–	–	0.03%	43
2021 Q2	$306K	Hold	5,156	–	–	0.04%	42
2021 Q1	$285K	Hold	5,156	–	–	0.04%	41
2020 Q4	$267K	Hold	5,156	–	–	0.05%	41
2020 Q3	$227K	Sell	5,156 -108	-2%	-$4.71K	0.06%	51
2020 Q2	$216K	Buy	+5,264	New	+$202K	0.08%	47
2020 Q1	–	Sell	-4,672	Closed	-$208K	–	56
2019 Q4	$208K	Buy	+4,672	New	+$201K	0.06%	49
2018 Q1	–	Sell	-6,552	Closed	-$254K	–	46
2017 Q4	$254K	Buy	+6,552	New	+$247K	0.06%	36

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

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 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

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Orgel Wealth Management's VO Position: Q3 2026 in Review

Orgel Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.75% in Q3 2026, selling an estimated $3.58K and leaving 5,812 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #85.

Orgel Wealth Management first reported a position in VO in Q4 2017 and has held it in 12 quarters since. The position peaked at $472K in Q2 2026. 912 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Orgel Wealth Management held 5,812 shares of Vanguard Morningstar Mid-Cap ETF worth $456K as of Q3 2026.
Orgel Wealth Management sold 44 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $3.58K.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Orgel Wealth Management's portfolio in Q3 2026, its #85 holding.
Orgel Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and has held it in 12 quarters since.
Orgel Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $472K in Q2 2026.
912 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Orgel Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.