Seamount Financial Group
VO icon

Seamount Financial Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Seamount Financial Group’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 		$4.33M Buy
55,203
+610
+1% +$49.6K 1.7% 17
2026
Q2 		$4.4M Buy
54,593
+2,369
+5% +$184K 1.77% 14
2026
Q1 		$3.75M Buy
52,224
+2,424
+5% +$180K 1.69% 16
2025
Q4 		$3.61M Buy
49,800
+1,652
+3% +$120K 1.64% 18
2025
Q3 		$3.54M Buy
48,148
+3,808
+9% +$273K 1.67% 18
2025
Q2 		$3.1M Buy
44,340
+3,348
+8% +$220K 1.6% 18
2025
Q1 		$2.65M Buy
40,992
+2,276
+6% +$153K 1.8% 15
2024
Q4 		$2.56M Sell
38,716
-744
-2% -$50.5K 1.77% 15
2024
Q3 		$2.6M Buy
39,460
+872
+2% +$54.8K 1.96% 14
2024
Q2 		$2.34M Buy
38,588
+1,736
+5% +$105K 1.91% 15
2024
Q1 		$2.3M Buy
36,852
+1,640
+5% +$96.9K 2.02% 13
2023
Q4 		$2.05M Buy
+35,212
New +$1.88M 1.96% 16

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

Seamount Financial Group's VO Position: Q3 2026 in Review

Seamount Financial Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.1% in Q3 2026, buying an estimated $49.6K and bringing the position to 55,203 shares worth $4.33M. The position accounts for 1.7% of the portfolio, ranked #17.

Seamount Financial Group first reported a position in VO in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.4M in Q2 2026. 989 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Seamount Financial Group held 55,203 shares of Vanguard Morningstar Mid-Cap ETF worth $4.33M as of Q3 2026.
  • Seamount Financial Group bought 610 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $49.6K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.7% of Seamount Financial Group's portfolio in Q3 2026, its #17 holding.
  • Seamount Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • Seamount Financial Group's Vanguard Morningstar Mid-Cap ETF position peaked at $4.4M in Q2 2026.
  • 989 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Seamount Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.