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

Refined 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 		$322K Sell
4,103
-112
-3% -$9.11K 0.18% 36
2026
Q2 		$340K Buy
4,215
+3
+0.1% +$233 0.21% 34
2026
Q1 		$302K Sell
4,212
-49,240
-92% -$3.66M 0.19% 37
2025
Q4 		$3.88M Buy
53,452
+524
+1% +$38.1K 2.61% 13
2025
Q3 		$3.89M Sell
52,928
-212
-0.4% -$15.2K 2.5% 14
2025
Q2 		$3.72M Buy
53,140
+1,140
+2% +$74.8K 2.56% 13
2025
Q1 		$3.36M Sell
52,000
-29,888
-36% -$2.01M 2.75% 13
2024
Q4 		$5.41M Sell
81,888
-560
-0.7% -$38K 4.12% 11
2024
Q3 		$5.44M Buy
82,448
+2,664
+3% +$167K 4.19% 10
2024
Q2 		$4.83M Buy
79,784
+2,992
+4% +$182K 3.72% 11
2024
Q1 		$4.8M Buy
76,792
+728
+1% +$43K 3.38% 12
2023
Q4 		$4.42M Buy
76,064
+49,436
+186% +$2.64M 3.45% 12
2023
Q3 		$1.39M Buy
26,628
+3,456
+15% +$190K 1.24% 16
2023
Q2 		$1.28M Buy
23,172
+3,364
+17% +$176K 1.05% 16
2023
Q1 		$1.04M Sell
19,808
-3,536
-15% -$188K 0.92% 17
2022
Q4 		$1.19M Buy
23,344
+728
+3% +$37.1K 1.04% 17
2022
Q3 		$1.06M Buy
22,616
+24
+0.1% +$1.25K 0.96% 18
2022
Q2 		$1.11M Buy
22,592
+1,524
+7% +$82.3K 0.99% 18
2022
Q1 		$1.25M Sell
21,068
-59,928
-74% -$3.52M 1.06% 17
2021
Q4 		$5.16M Buy
80,996
+1,196
+1% +$75K 4% 9
2021
Q3 		$4.72M Buy
79,800
+1,800
+2% +$109K 3.83% 9
2021
Q2 		$4.63M Buy
+78,000
New +$4.52M 3.89% 9

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
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 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
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

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

Refined Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.7% in Q3 2026, selling an estimated $9.11K and leaving 4,103 shares worth $322K. The position accounts for 0.18% of the portfolio, ranked #36.

Refined Wealth Management first reported a position in VO in Q2 2021 and has held it in 22 quarters since. The position peaked at $5.44M in Q3 2024. 989 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Refined Wealth Management held 4,103 shares of Vanguard Morningstar Mid-Cap ETF worth $322K as of Q3 2026.
  • Refined Wealth Management sold 112 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $9.11K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.18% of Refined Wealth Management's portfolio in Q3 2026, its #36 holding.
  • Refined Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and has held it in 22 quarters since.
  • Refined Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $5.44M in Q3 2024.
  • 989 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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