Private Client Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Private Client Services’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	$9M	Sell	114,751 -7,008	-6%	-$570K	2.42%	7
2026 Q2	$9.81M	Buy	121,759 +7,219	+6%	+$560K	2.57%	6
2026 Q1	$8.22M	Buy	114,540 +4,132	+4%	+$307K	2.46%	7
2025 Q4	$8.01M	Buy	110,408 +17,032	+18%	+$1.24M	2.5%	7
2025 Q3	$6.86M	Buy	93,376 +28,224	+43%	+$2.03M	2.29%	8
2025 Q2	$4.56M	Buy	65,152 +18,540	+40%	+$1.22M	1.78%	10
2025 Q1	$3.01M	Buy	46,612 +18,924	+68%	+$1.27M	1.49%	16
2024 Q4	$1.83M	Sell	27,688 -10,028	-27%	-$681K	0.98%	29
2024 Q3	$2.49M	Buy	37,716 +3,212	+9%	+$202K	1.34%	20
2024 Q2	$2.09M	Sell	34,504 -32	-0.1%	-$1.95K	1.31%	22
2024 Q1	$2.16M	Buy	34,536 +20,992	+155%	+$1.24M	1.45%	22
2023 Q4	$788K	Buy	+13,544	New	+$724K	0.65%	45

Other funds holding VO

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

AWM

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

VVP

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

PFA

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Private Client Services's VO Position: Q3 2026 in Review

Private Client Services reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.8% in Q3 2026, selling an estimated $570K and leaving 114,751 shares worth $9M. The position accounts for 2.42% of the portfolio, ranked #7.

Private Client Services first reported a position in VO in Q4 2023 and has held it in 12 quarters since. The position peaked at $9.81M in Q2 2026. 217 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Private Client Services held 114,751 shares of Vanguard Morningstar Mid-Cap ETF worth $9M as of Q3 2026.
Private Client Services sold 7,008 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $570K.
Vanguard Morningstar Mid-Cap ETF made up 2.42% of Private Client Services's portfolio in Q3 2026, its #7 holding.
Private Client Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
Private Client Services's Vanguard Morningstar Mid-Cap ETF position peaked at $9.81M in Q2 2026.
217 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.