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

Sherry 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 		$2.47M Buy
31,531
+109
+0.3% +$8.87K 2.32% 11
2026
Q2 		$2.52M Sell
31,422
-230
-0.7% -$17.8K 2.46% 10
2026
Q1 		$2.27M Buy
31,652
+4
+0% +$297 2.48% 10
2025
Q4 		$2.32M Buy
+31,648
New +$2.3M 2.43% 11

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
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

Sherry Group's VO Position: Q3 2026 in Review

Sherry Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.35% in Q3 2026, buying an estimated $8.87K and bringing the position to 31,531 shares worth $2.47M. The position accounts for 2.32% of the portfolio, ranked #11.

Sherry Group first reported a position in VO in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.52M in Q2 2026. 162 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Sherry Group held 31,531 shares of Vanguard Morningstar Mid-Cap ETF worth $2.47M as of Q3 2026.
  • Sherry Group bought 109 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $8.87K.
  • Vanguard Morningstar Mid-Cap ETF made up 2.32% of Sherry Group's portfolio in Q3 2026, its #11 holding.
  • Sherry Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Sherry Group's Vanguard Morningstar Mid-Cap ETF position peaked at $2.52M in Q2 2026.
  • 162 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Sherry Group's 13F filing for Q3 2026, filed 9 Oct 2026.