Provident Wealth Management
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Provident Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Provident Wealth Management’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 		$85.6K Sell
1,092
-404
-27% -$32.9K 0.03% 88
2026
Q2 		$121K Hold
1,496
– – 0.03% 113
2026
Q1 		$107K Hold
1,496
– – 0.03% 99
2025
Q4 		$109K Hold
1,496
– – 0.03% 100
2025
Q3 		$110K Hold
1,496
– – 0.03% 101
2025
Q2 		$105K Hold
1,496
– – 0.03% 98
2025
Q1 		$96.7K Hold
1,496
– – 0.03% 97
2024
Q4 		$98.8K Sell
1,496
-8
-0.5% -$543 0.03% 95
2024
Q3 		$99.2K Hold
1,504
– – 0.03% 95
2024
Q2 		$91K Buy
1,504
+8
+0.5% +$486 0.03% 91
2024
Q1 		$93.4K Buy
1,496
+404
+37% +$23.9K 0.04% 75
2023
Q4 		$63.5K Hold
1,092
– – 0.03% 69
2023
Q3 		$56.8K Hold
1,092
– – 0.03% 68
2023
Q2 		$60.1K Sell
1,092
-272
-20% -$14.3K 0.03% 66
2023
Q1 		$71.9K Buy
1,364
+272
+25% +$14.5K 0.04% 67
2022
Q4 		$55.6K Hold
1,092
– – 0.03% 67
2022
Q3 		$51K Hold
1,092
– – 0.03% 69
2022
Q2 		$54K Hold
1,092
– – 0.03% 69
2022
Q1 		$65K Hold
1,092
– – 0.04% 75
2021
Q4 		$70K Hold
1,092
– – 0.05% 69
2021
Q3 		$65K Hold
1,092
– – 0.05% 64
2021
Q2 		$65K Sell
1,092
-136
-11% -$7.88K 0.05% 65
2021
Q1 		$68K Sell
1,228
-976
-44% -$53K 0.08% 57
2020
Q4 		$114K Buy
2,204
+156
+8% +$7.55K 0.13% 53
2020
Q3 		$90K Buy
2,048
+1,036
+102% +$45.1K 0.1% 70
2020
Q2 		$41K Buy
+1,012
New +$38.8K 0.05% 53
2020
Q1 		– Sell
-240
Closed -$11K – 60
2019
Q4 		$11K Buy
+240
New +$10.3K 0.01% 55

Other funds holding VO

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Provident Wealth Management's VO Position: Q3 2026 in Review

Provident Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 27% in Q3 2026, selling an estimated $32.9K and leaving 1,092 shares worth $85.6K. The position accounts for 0.03% of the portfolio, ranked #88.

Provident Wealth Management first reported a position in VO in Q4 2019 and has held it in 27 quarters since. The position peaked at $121K in Q2 2026. 1,777 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Provident Wealth Management held 1,092 shares of Vanguard Morningstar Mid-Cap ETF worth $85.6K as of Q3 2026.
  • Provident Wealth Management sold 404 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $32.9K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.03% of Provident Wealth Management's portfolio in Q3 2026, its #88 holding.
  • Provident Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Provident Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $121K in Q2 2026.
  • 1,777 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Provident Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.