Procyon Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Procyon Advisors’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	$31.6M	Buy	402,632 +6,658	+2%	+$542K	1.34%	15
2026 Q2	$31.9M	Buy	395,974 +1,366	+0.3%	+$106K	1.38%	16
2026 Q1	$28.3M	Sell	394,608 -6,376	-2%	-$474K	1.39%	14
2025 Q4	$29.1M	Buy	400,984 +324	+0.1%	+$23.6K	1.44%	15
2025 Q3	$29.4M	Buy	+400,660	New	+$28.8M	1.74%	11
2020 Q3	–	Sell	-236	Closed	-$10K	–	1027
2020 Q2	$10K	Hold	236	–	–	0.01%	663
2020 Q1	$8K	Hold	236	–	–	0.01%	639
2019 Q4	$11K	Buy	+236	New	+$10.1K	0.01%	637

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

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 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

SilverOak Wealth Management Edina, Minnesota $840M AUM 15.78% 1-Year Est. Return

Procyon Advisors's VO Position: Q3 2026 in Review

Procyon Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.7% in Q3 2026, buying an estimated $542K and bringing the position to 402,632 shares worth $31.6M. The position accounts for 1.34% of the portfolio, ranked #15.

Procyon Advisors first reported a position in VO in Q4 2019 and has held it in 8 quarters since. The position peaked at $31.9M in Q2 2026. 1,201 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Procyon Advisors held 402,632 shares of Vanguard Morningstar Mid-Cap ETF worth $31.6M as of Q3 2026.
Procyon Advisors bought 6,658 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $542K.
Vanguard Morningstar Mid-Cap ETF made up 1.34% of Procyon Advisors's portfolio in Q3 2026, its #15 holding.
Procyon Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 8 quarters since.
Procyon Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $31.9M in Q2 2026.
1,201 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Procyon Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.