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

Rockingstone 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 		$5.13M Sell
65,360
-1,782
-3% -$145K 2.06% 13
2026
Q2 		$5.41M Buy
67,142
+382
+0.6% +$29.6K 2.17% 13
2026
Q1 		$4.79M Sell
66,760
-40
-0.1% -$2.97K 2.2% 10
2025
Q4 		$4.85M Buy
66,800
+8,884
+15% +$646K 2.21% 11
2025
Q3 		$4.25M Buy
57,916
+7,124
+14% +$512K 2.1% 14
2025
Q2 		$3.55M Sell
50,792
-14,964
-23% -$982K 1.87% 17
2025
Q1 		$4.25M Buy
65,756
+652
+1% +$43.8K 1.91% 14
2024
Q4 		$4.3M Buy
65,104
+2,924
+5% +$199K 1.9% 13
2024
Q3 		$4.1M Buy
62,180
+1,140
+2% +$71.6K 2.01% 16
2024
Q2 		$3.69M Buy
61,040
+1,776
+3% +$108K 1.9% 17
2024
Q1 		$3.7M Buy
59,264
+4,804
+9% +$284K 1.91% 16
2023
Q4 		$3.17M Buy
54,460
+4,364
+9% +$233K 1.78% 17
2023
Q3 		$2.61M Buy
50,096
+1,264
+3% +$69.3K 1.44% 19
2023
Q2 		$2.69M Buy
48,832
+2,012
+4% +$105K 1.52% 20
2023
Q1 		$2.47M Sell
46,820
-2,108
-4% -$112K 1.5% 17
2022
Q4 		$2.49M Buy
+48,928
New +$2.49M 1.86% 15

Other funds holding VO

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Rockingstone Advisors's VO Position: Q3 2026 in Review

Rockingstone Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.7% in Q3 2026, selling an estimated $145K and leaving 65,360 shares worth $5.13M. The position accounts for 2.06% of the portfolio, ranked #13.

Rockingstone Advisors first reported a position in VO in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.41M in Q2 2026. 1,330 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Rockingstone Advisors held 65,360 shares of Vanguard Morningstar Mid-Cap ETF worth $5.13M as of Q3 2026.
  • Rockingstone Advisors sold 1,782 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $145K.
  • Vanguard Morningstar Mid-Cap ETF made up 2.06% of Rockingstone Advisors's portfolio in Q3 2026, its #13 holding.
  • Rockingstone Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Rockingstone Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $5.41M in Q2 2026.
  • 1,330 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Rockingstone Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.