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Ridgewood Investments’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Ridgewood Investments’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 		$4.11M Buy
52,442
+594
+1% +$48.3K 1.52% 6
2026
Q2 		$4.18M Buy
51,848
+1,516
+3% +$118K 1.56% 8
2026
Q1 		$3.61M Buy
+50,332
New +$3.74M 1.48% 11
2025
Q3 		$3.58M Buy
48,752
+3,980
+9% +$286K 1.51% 9
2025
Q2 		$3.13M Buy
44,772
+3,384
+8% +$222K 1.35% 9
2025
Q1 		$2.68M Buy
41,388
+3,048
+8% +$205K 1.25% 10
2024
Q4 		$2.53M Buy
38,340
+1,708
+5% +$116K 1.22% 9
2024
Q3 		$2.42M Buy
36,632
+1,512
+4% +$94.9K 1.21% 8
2024
Q2 		$2.13M Sell
35,120
-1,772
-5% -$108K 1.06% 10
2024
Q1 		$2.3M Buy
36,892
+1,284
+4% +$75.9K 1.22% 11
2023
Q4 		$2.07M Sell
35,608
-476
-1% -$25.4K 1.22% 11
2023
Q3 		$1.88M Sell
36,084
-100
-0.3% -$5.48K 1.23% 13
2023
Q2 		$1.99M Buy
36,184
+2,056
+6% +$108K 1.13% 10
2023
Q1 		$1.8M Buy
34,128
+760
+2% +$40.4K 1.1% 12
2022
Q4 		$1.7M Buy
33,368
+64
+0.2% +$3.26K 1.21% 11
2022
Q3 		$1.56M Buy
33,304
+648
+2% +$33.9K 1.3% 12
2022
Q2 		$1.61M Sell
32,656
-4,176
-11% -$226K 1.27% 12
2022
Q1 		$2.19M Buy
36,832
+1,932
+6% +$113K 1.44% 7
2021
Q4 		$2.22M Buy
34,900
+1,176
+3% +$73.7K 1.41% 7
2021
Q3 		$2M Buy
33,724
+184
+0.5% +$11.1K 1.35% 9
2021
Q2 		$1.99M Sell
33,540
-584
-2% -$33.8K 1.28% 8
2021
Q1 		$1.89M Buy
34,124
+7,080
+26% +$384K 1.16% 9
2020
Q4 		$1.19M Hold
27,044
– – 0.94% 22
2020
Q3 		$1.19M Buy
27,044
+6,084
+29% +$265K 0.93% 22
2020
Q2 		$859K Buy
+20,960
New +$803K 0.71% 36
2020
Q1 		– Sell
-5,936
Closed -$264K – 201
2019
Q4 		$264K Buy
+5,936
New +$255K 0.19% 145

Other funds holding VO

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
AT
Adelphi Trust Saint Petersburg, Florida $152M AUM 20.39% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Ridgewood Investments's VO Position: Q3 2026 in Review

Ridgewood Investments increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.1% in Q3 2026, buying an estimated $48.3K and bringing the position to 52,442 shares worth $4.11M. The position accounts for 1.52% of the portfolio, ranked #6.

Ridgewood Investments first reported a position in VO in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.18M in Q2 2026. 33 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Ridgewood Investments held 52,442 shares of Vanguard Morningstar Mid-Cap ETF worth $4.11M as of Q3 2026.
  • Ridgewood Investments bought 594 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $48.3K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.52% of Ridgewood Investments's portfolio in Q3 2026, its #6 holding.
  • Ridgewood Investments first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Ridgewood Investments's Vanguard Morningstar Mid-Cap ETF position peaked at $4.18M in Q2 2026.
  • 33 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.