Sensible Money’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Sensible Money’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	$331K	Hold	4,220	–	–	0.09%	72
2026 Q2	$340K	Hold	4,220	–	–	0.09%	73
2026 Q1	$303K	Buy	4,220 +1,124	+36%	+$83.5K	0.09%	67
2025 Q4	$225K	Hold	3,096	–	–	0.07%	78
2025 Q3	$227K	Sell	3,096 -1,248	-29%	-$89.6K	0.08%	80
2025 Q2	$304K	Hold	4,344	–	–	0.12%	62
2025 Q1	$281K	Hold	4,344	–	–	0.12%	63
2024 Q4	$287K	Hold	4,344	–	–	0.13%	61
2024 Q3	$287K	Buy	4,344 +324	+8%	+$20.3K	0.13%	62
2024 Q2	$243K	Hold	4,020	–	–	0.12%	66
2024 Q1	$251K	Hold	4,020	–	–	0.14%	65
2023 Q4	$234K	Sell	4,020 -96	-2%	-$5.13K	0.14%	64
2023 Q3	$214K	Buy	4,116 +96	+2%	+$5.26K	0.15%	63
2023 Q2	$221K	Hold	4,020	–	–	0.16%	66
2023 Q1	$212K	Hold	4,020	–	–	0.18%	66
2022 Q4	$205K	Buy	+4,020	New	+$205K	0.22%	70

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

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 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

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Sensible Money's VO Position: Q3 2026 in Review

Sensible Money held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 4,220 shares worth $331K. The position accounts for 0.09% of the portfolio, ranked #72.

Sensible Money first reported a position in VO in Q4 2022 and has held it in 16 quarters since. The position peaked at $340K in Q2 2026. 912 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Sensible Money held 4,220 shares of Vanguard Morningstar Mid-Cap ETF worth $331K as of Q3 2026.
Sensible Money left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.09% of Sensible Money's portfolio in Q3 2026, its #72 holding.
Sensible Money first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 16 quarters since.
Sensible Money's Vanguard Morningstar Mid-Cap ETF position peaked at $340K in Q2 2026.
912 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Sensible Money's 13F filing for Q3 2026, filed 20 Oct 2026.