Powers Advisory Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Powers Advisory 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	$2.24M	Buy	28,535 +6,080	+27%	+$495K	0.68%	25
2026 Q2	$1.81M	Buy	22,455 +2,959	+15%	+$229K	0.57%	31
2026 Q1	$1.4M	Buy	19,496 +3,636	+23%	+$270K	0.49%	37
2025 Q4	$1.15M	Buy	15,860 +1,428	+10%	+$104K	0.43%	41
2025 Q3	$1.06M	Buy	14,432 +3,568	+33%	+$256K	0.42%	39
2025 Q2	$760K	Buy	10,864 +2,112	+24%	+$139K	0.33%	51
2025 Q1	$566K	Buy	8,752 +3,132	+56%	+$210K	0.27%	61
2024 Q4	$371K	Buy	5,620 +928	+20%	+$63K	0.19%	75
2024 Q3	$310K	Buy	4,692 +880	+23%	+$55.3K	0.15%	83
2024 Q2	$231K	Buy	+3,812	New	+$232K	0.13%	90

Other funds holding VO

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 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

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Powers Advisory Group's VO Position: Q3 2026 in Review

Powers Advisory Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 27% in Q3 2026, buying an estimated $495K and bringing the position to 28,535 shares worth $2.24M. The position accounts for 0.68% of the portfolio, ranked #25.

Powers Advisory Group first reported a position in VO in Q2 2024 and has held it in 10 quarters since. 595 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Powers Advisory Group held 28,535 shares of Vanguard Morningstar Mid-Cap ETF worth $2.24M as of Q3 2026.
Powers Advisory Group bought 6,080 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $495K.
Vanguard Morningstar Mid-Cap ETF made up 0.68% of Powers Advisory Group's portfolio in Q3 2026, its #25 holding.
Powers Advisory Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 10 quarters since.
595 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.