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

PrairieView 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	$499K	Buy	+6,367	New	+$518K	0.36%	21

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

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

PrairieView Wealth Partners opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2026: 6,367 shares worth $499K. The stake represents 0.36% of the portfolio and ranks #21 among its holdings.

2,270 funds tracked by Wall St. Rank hold VO as of Q3 2026.

PrairieView Wealth Partners held 6,367 shares of Vanguard Morningstar Mid-Cap ETF worth $499K as of Q3 2026.
Vanguard Morningstar Mid-Cap ETF was a new PrairieView Wealth Partners position in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.36% of PrairieView Wealth Partners's portfolio in Q3 2026, its #21 holding.
2,270 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on PrairieView Wealth Partners's 13F filing for Q3 2026, filed 12 Nov 2026.