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

Private 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	$373K	Hold	4,752	–	–	0.03%	131
2026 Q2	$383K	Hold	4,752	–	–	0.03%	135
2026 Q1	$341K	Hold	4,752	–	–	0.03%	140
2025 Q4	$345K	Hold	4,752	–	–	0.02%	136
2025 Q3	$349K	Hold	4,752	–	–	0.02%	137
2025 Q2	$332K	Hold	4,752	–	–	0.03%	138
2025 Q1	$307K	Hold	4,752	–	–	0.03%	139
2024 Q4	$314K	Buy	+4,752	New	+$323K	0.02%	146

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

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 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

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

Private Wealth Partners held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 4,752 shares worth $373K. The position accounts for 0.03% of the portfolio, ranked #131.

Private Wealth Partners first reported a position in VO in Q4 2024 and has held it in 8 quarters since. The position peaked at $383K in Q2 2026. 1,019 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Private Wealth Partners held 4,752 shares of Vanguard Morningstar Mid-Cap ETF worth $373K as of Q3 2026.
Private Wealth Partners left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Private Wealth Partners's portfolio in Q3 2026, its #131 holding.
Private Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Private Wealth Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $383K in Q2 2026.
1,019 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Private Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.