SAM
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S.A. Mason’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

S.A. Mason’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 		$7.7M Buy
98,229
+4,206
+4% +$342K 2.26% 8
2026
Q2 		$7.58M Buy
94,023
+7,251
+8% +$562K 2.33% 8
2026
Q1 		$6.23M Buy
86,772
+6,148
+8% +$457K 2.34% 6
2025
Q4 		$5.85M Buy
80,624
+72
+0.1% +$5.24K 2.31% 8
2025
Q3 		$5.92M Buy
80,552
+1,220
+2% +$87.6K 2.61% 6
2025
Q2 		$5.55M Buy
79,332
+228
+0.3% +$15K 2.69% 6
2025
Q1 		$5.11M Buy
79,104
+5,944
+8% +$399K 2.7% 5
2024
Q4 		$4.83M Sell
73,160
-164
-0.2% -$11.1K 2.54% 7
2024
Q3 		$4.84M Buy
73,324
+412
+0.6% +$25.9K 2.56% 7
2024
Q2 		$4.41M Buy
72,912
+5,260
+8% +$320K 2.51% 7
2024
Q1 		$4.23M Buy
67,652
+264
+0.4% +$15.6K 2.54% 6
2023
Q4 		$3.92M Sell
67,388
-580
-0.9% -$31K 2.63% 7
2023
Q3 		$3.54M Buy
67,968
+5,472
+9% +$300K 2.55% 7
2023
Q2 		$3.3M Hold
62,496
– – 2.39% 7
2023
Q1 		$3.3M Sell
62,496
-6,916
-10% -$368K 2.39% 7
2022
Q4 		$3.54M Sell
69,412
-3,996
-5% -$204K 2.66% 5
2022
Q3 		$3.45M Buy
73,408
+1,056
+1% +$55.2K 2.73% 5
2022
Q2 		$3.56M Sell
72,352
-236
-0.3% -$12.8K 2.6% 5
2022
Q1 		$4.32M Buy
72,588
+160
+0.2% +$9.39K 2.69% 6
2021
Q4 		$4.61M Buy
72,428
+400
+0.6% +$25.1K 2.78% 5
2021
Q3 		$4.26M Buy
72,028
+7,592
+12% +$459K 2.81% 6
2021
Q2 		$3.82M Buy
64,436
+24
+0% +$1.39K 2.63% 6
2021
Q1 		$3.56M Buy
64,412
+6,332
+11% +$344K 2.66% 6
2020
Q4 		$3M Buy
58,080
+5,252
+10% +$254K 2.5% 6
2020
Q3 		$2.33M Buy
52,828
+2,388
+5% +$104K 2.21% 6
2020
Q2 		$2.07M Sell
50,440
-4,540
-8% -$174K 2.18% 7
2020
Q1 		$1.81M Sell
54,980
-172
-0.3% -$7.12K 2.2% 6
2019
Q4 		$2.46M Buy
+55,152
New +$2.37M 2.34% 5

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
PCTC
Perkins Coie Trust Company Seattle, Washington $626M AUM 18.31% 1-Year Est. Return

S.A. Mason's VO Position: Q3 2026 in Review

S.A. Mason increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.5% in Q3 2026, buying an estimated $342K and bringing the position to 98,229 shares worth $7.7M. The position accounts for 2.26% of the portfolio, ranked #8.

S.A. Mason first reported a position in VO in Q4 2019 and has held it in 28 quarters since. 361 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • S.A. Mason held 98,229 shares of Vanguard Morningstar Mid-Cap ETF worth $7.7M as of Q3 2026.
  • S.A. Mason bought 4,206 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $342K.
  • Vanguard Morningstar Mid-Cap ETF made up 2.26% of S.A. Mason's portfolio in Q3 2026, its #8 holding.
  • S.A. Mason first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 28 quarters since.
  • 361 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.