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

PTM 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	$365K	Buy	4,511 +16	+0.4%	+$1.3K	0.16%	42
2026 Q2	$362K	Buy	4,495 +15	+0.3%	+$1.16K	0.16%	42
2026 Q1	$326K	Sell	4,480 -860	-16%	-$63.9K	0.17%	42
2025 Q4	$395K	Buy	5,340 +884	+20%	+$64.3K	0.22%	35
2025 Q3	$329K	Buy	4,456 +8	+0.2%	+$575	0.2%	38
2025 Q2	$315K	Buy	+4,448	New	+$292K	0.21%	35

Other funds holding VO

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 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

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

PTM Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.36% in Q3 2026, buying an estimated $1.3K and bringing the position to 4,511 shares worth $365K. The position accounts for 0.16% of the portfolio, ranked #42.

PTM Wealth Management first reported a position in VO in Q2 2025 and has held it in 6 quarters since. The position peaked at $395K in Q4 2025. 1,500 funds tracked by Wall St. Rank hold VO as of Q3 2026.

PTM Wealth Management held 4,511 shares of Vanguard Morningstar Mid-Cap ETF worth $365K as of Q3 2026.
PTM Wealth Management bought 16 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $1.3K.
Vanguard Morningstar Mid-Cap ETF made up 0.16% of PTM Wealth Management's portfolio in Q3 2026, its #42 holding.
PTM Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and has held it in 6 quarters since.
PTM Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $395K in Q4 2025.
1,500 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on PTM Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.