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

Realta Investment 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 		$185K Sell
2,357
-544
-19% -$44.2K 0.05% 214
2026
Q2 		$234K Buy
2,901
+505
+21% +$39.2K 0.07% 199
2026
Q1 		$172K Buy
2,396
+144
+6% +$10.7K 0.06% 206
2025
Q4 		$163K Buy
2,252
+4
+0.2% +$291 0.05% 204
2025
Q3 		$165K Buy
2,248
+836
+59% +$60K 0.06% 196
2025
Q2 		$98.7K Sell
1,412
-1,016
-42% -$66.7K 0.04% 202
2025
Q1 		$157K Buy
2,428
+60
+3% +$4.03K 0.07% 184
2024
Q4 		$158K Buy
2,368
+576
+32% +$39.1K 0.06% 199
2024
Q3 		$120K Sell
1,792
-10,564
-85% -$663K 0.06% 207
2024
Q2 		$748K Sell
12,356
-588
-5% -$35.7K 0.15% 155
2024
Q1 		$809K Sell
12,944
-312
-2% -$18.4K 0.17% 144
2023
Q4 		$771K Sell
13,256
-6,228
-32% -$333K 0.17% 142
2023
Q3 		$1.07M Buy
19,484
+180
+0.9% +$9.87K 0.25% 95
2023
Q2 		$1.06M Sell
19,304
-436
-2% -$22.9K 0.23% 101
2023
Q1 		$1.04M Buy
19,740
+7,320
+59% +$389K 0.25% 98
2022
Q4 		$633K Buy
12,420
+748
+6% +$38.1K 0.15% 157
2022
Q3 		$548K Sell
11,672
-92
-0.8% -$4.81K 0.14% 175
2022
Q2 		$587K Buy
11,764
+360
+3% +$19.5K 0.14% 167
2022
Q1 		$678K Buy
11,404
+8
+0.1% +$469 0.14% 167
2021
Q4 		$726K Buy
11,396
+372
+3% +$23.3K 0.16% 156
2021
Q3 		$653K Buy
11,024
+836
+8% +$50.5K 0.15% 164
2021
Q2 		$604K Sell
10,188
-32
-0.3% -$1.85K 0.14% 178
2021
Q1 		$566K Buy
10,220
+1,200
+13% +$65.1K 0.15% 176
2020
Q4 		$466K Buy
9,020
+1,352
+18% +$65.5K 0.13% 179
2020
Q3 		$338K Buy
7,668
+20
+0.3% +$872 0.11% 206
2020
Q2 		$313K Buy
+7,648
New +$293K 0.1% 243
2020
Q1 		– Sell
-5,568
Closed -$242K – 1353
2019
Q4 		$242K Buy
5,568
+2,056
+59% +$88.3K 0.07% 300
2019
Q3 		$149K Sell
3,512
-1,904
-35% -$79.6K 0.04% 400
2019
Q2 		$226K Buy
5,416
+3,672
+211% +$150K 0.06% 302
2019
Q1 		$70K Buy
+1,744
New +$67.1K 0.03% 469

Other funds holding VO

Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Venture Visionary Partners
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
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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Realta Investment Advisors's VO Position: Q3 2026 in Review

Realta Investment Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 19% in Q3 2026, selling an estimated $44.2K and leaving 2,357 shares worth $185K. The position accounts for 0.05% of the portfolio, ranked #214.

Realta Investment Advisors first reported a position in VO in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.07M in Q3 2023. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Realta Investment Advisors held 2,357 shares of Vanguard Morningstar Mid-Cap ETF worth $185K as of Q3 2026.
  • Realta Investment Advisors sold 544 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $44.2K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.05% of Realta Investment Advisors's portfolio in Q3 2026, its #214 holding.
  • Realta Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • Realta Investment Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $1.07M in Q3 2023.
  • 354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.