Shade Tree Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Shade Tree 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	$980K	Hold	12,500	–	–	0.53%	22
2026 Q2	$1.01M	Hold	12,500	–	–	0.59%	14
2026 Q1	$897K	Hold	12,500	–	–	0.64%	12
2025 Q4	$907K	Buy	+12,500	New	+$909K	0.69%	12

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

Shade Tree Advisors's VO Position: Q3 2026 in Review

Shade Tree Advisors held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 12,500 shares worth $980K. The position accounts for 0.53% of the portfolio, ranked #22.

Shade Tree Advisors first reported a position in VO in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.01M in Q2 2026. 1,232 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Shade Tree Advisors held 12,500 shares of Vanguard Morningstar Mid-Cap ETF worth $980K as of Q3 2026.
Shade Tree Advisors left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.53% of Shade Tree Advisors's portfolio in Q3 2026, its #22 holding.
Shade Tree Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
Shade Tree Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $1.01M in Q2 2026.
1,232 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Shade Tree Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.