15 Wealth Advisors LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

15 Wealth Advisors LLC’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	$2.38M	Buy	+30,409	New	+$2.47M	0.6%	36

Other funds holding VO

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

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

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

PCTC

Perkins Coie Trust Company Seattle, Washington $626M AUM 18.31% 1-Year Est. Return

15 Wealth Advisors LLC's VO Position: Q3 2026 in Review

15 Wealth Advisors LLC opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2026: 30,409 shares worth $2.38M. The stake represents 0.6% of the portfolio and ranks #36 among its holdings.

370 funds tracked by Wall St. Rank hold VO as of Q3 2026.

15 Wealth Advisors LLC held 30,409 shares of Vanguard Morningstar Mid-Cap ETF worth $2.38M as of Q3 2026.
Vanguard Morningstar Mid-Cap ETF was a new 15 Wealth Advisors LLC position in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.6% of 15 Wealth Advisors LLC's portfolio in Q3 2026, its #36 holding.
370 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on 15 Wealth Advisors LLC's 13F filing for Q3 2026, filed 14 Oct 2026.