Portside Wealth Group
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Portside Wealth Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Portside Wealth Group’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 		$226K Sell
2,884
-4,608
-62% -$375K 0.03% 482
2026
Q2 		$604K Buy
+7,492
New +$581K 0.07% 267
2025
Q2 		– Sell
-3,696
Closed -$239K – 479
2025
Q1 		$239K Sell
3,696
-368
-9% -$24.7K 0.04% 377
2024
Q4 		$268K Buy
+4,064
New +$276K 0.04% 345

Other funds holding VO

Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Portside Wealth Group's VO Position: Q3 2026 in Review

Portside Wealth Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 62% in Q3 2026, selling an estimated $375K and leaving 2,884 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #482.

Portside Wealth Group first reported a position in VO in Q4 2024 and has held it in 4 quarters since. The position peaked at $604K in Q2 2026. 1,004 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Portside Wealth Group held 2,884 shares of Vanguard Morningstar Mid-Cap ETF worth $226K as of Q3 2026.
  • Portside Wealth Group sold 4,608 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $375K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.03% of Portside Wealth Group's portfolio in Q3 2026, its #482 holding.
  • Portside Wealth Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 4 quarters since.
  • Portside Wealth Group's Vanguard Morningstar Mid-Cap ETF position peaked at $604K in Q2 2026.
  • 1,004 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.