SBA
VO icon

Seven Bridges Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Seven Bridges Advisors’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 		$21.2M Buy
270,415
+9,513
+4% +$774K 9.59% 4
2026
Q2 		$21M Buy
+260,902
New +$20.2M 10.13% 3

Other funds holding VO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
VVP
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
CI
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Seven Bridges Advisors's VO Position: Q3 2026 in Review

Seven Bridges Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.6% in Q3 2026, buying an estimated $774K and bringing the position to 270,415 shares worth $21.2M. The position accounts for 9.59% of the portfolio, ranked #4.

Seven Bridges Advisors first reported a position in VO in Q2 2026 and has held it in 2 quarters since. 276 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Seven Bridges Advisors held 270,415 shares of Vanguard Morningstar Mid-Cap ETF worth $21.2M as of Q3 2026.
  • Seven Bridges Advisors bought 9,513 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $774K.
  • Vanguard Morningstar Mid-Cap ETF made up 9.59% of Seven Bridges Advisors's portfolio in Q3 2026, its #4 holding.
  • Seven Bridges Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • 276 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Seven Bridges Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.