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

RVW Wealth’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	$505K	Sell	6,442 -45	-0.7%	-$3.66K	0.03%	120
2026 Q2	$523K	Sell	6,487 -1	-0%	-$78	0.03%	113
2026 Q1	$466K	Hold	6,488	–	–	0.04%	118
2025 Q4	$471K	Hold	6,488	–	–	0.04%	113
2025 Q3	$476K	Sell	6,488 -132	-2%	-$9.48K	0.04%	113
2025 Q2	$463K	Buy	6,620 +348	+6%	+$22.8K	0.04%	106
2025 Q1	$406K	Sell	6,272 -800	-11%	-$53.7K	0.04%	108
2024 Q4	$467K	Hold	7,072	–	–	0.04%	95
2024 Q3	$466K	Hold	7,072	–	–	0.04%	99
2024 Q2	$428K	Buy	7,072 +2,508	+55%	+$152K	0.04%	98
2024 Q1	$285K	Buy	+4,564	New	+$270K	0.03%	121
2023 Q4	–	Sell	-564	Closed	-$29.4K	–	357
2023 Q3	$29.4K	Buy	+564	New	+$30.9K	﹤0.01%	282

Other funds holding VO

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

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

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

RVW Wealth's VO Position: Q3 2026 in Review

RVW Wealth reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.69% in Q3 2026, selling an estimated $3.66K and leaving 6,442 shares worth $505K. The position accounts for 0.03% of the portfolio, ranked #120.

RVW Wealth first reported a position in VO in Q3 2023 and has held it in 12 quarters since. The position peaked at $523K in Q2 2026. 835 funds tracked by Wall St. Rank hold VO as of Q3 2026.

RVW Wealth held 6,442 shares of Vanguard Morningstar Mid-Cap ETF worth $505K as of Q3 2026.
RVW Wealth sold 45 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $3.66K.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of RVW Wealth's portfolio in Q3 2026, its #120 holding.
RVW Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
RVW Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $523K in Q2 2026.
835 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.