Seek First’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Seek First’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	$1.13M	Buy	14,388 +52	+0.4%	+$4.23K	0.73%	27
2026 Q2	$1.16M	Sell	14,336 -532	-4%	-$41.2K	0.73%	27
2026 Q1	$1.07M	Buy	14,868 +56	+0.4%	+$4.16K	0.75%	27
2025 Q4	$1.07M	Buy	14,812 +72	+0.5%	+$5.24K	0.74%	27
2025 Q3	$1.08M	Buy	14,740 +56	+0.4%	+$4.02K	0.78%	24
2025 Q2	$1.03M	Buy	14,684 +196	+1%	+$12.9K	0.83%	22
2025 Q1	$937K	Buy	+14,488	New	+$972K	0.83%	22

Other funds holding VO

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 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

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 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

Seek First's VO Position: Q3 2026 in Review

Seek First increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.36% in Q3 2026, buying an estimated $4.23K and bringing the position to 14,388 shares worth $1.13M. The position accounts for 0.73% of the portfolio, ranked #27.

Seek First first reported a position in VO in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.16M in Q2 2026. 1,250 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Seek First held 14,388 shares of Vanguard Morningstar Mid-Cap ETF worth $1.13M as of Q3 2026.
Seek First bought 52 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $4.23K.
Vanguard Morningstar Mid-Cap ETF made up 0.73% of Seek First's portfolio in Q3 2026, its #27 holding.
Seek First first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 7 quarters since.
Seek First's Vanguard Morningstar Mid-Cap ETF position peaked at $1.16M in Q2 2026.
1,250 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Seek First's 13F filing for Q3 2026, filed 27 Oct 2026.