Shira Ridge Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Shira Ridge Wealth Management’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	$373K	Hold	4,751	–	–	0.13%	58
2026 Q2	$383K	Sell	4,751 -2,201	-32%	-$171K	0.13%	58
2026 Q1	$499K	Sell	6,952 -24	-0.3%	-$1.78K	0.2%	50
2025 Q4	$506K	Sell	6,976 -112	-2%	-$8.15K	0.2%	49
2025 Q3	$520K	Hold	7,088	–	–	0.22%	49
2025 Q2	$496K	Sell	7,088 -80	-1%	-$5.25K	0.23%	50
2025 Q1	$463K	Hold	7,168	–	–	0.23%	49
2024 Q4	$473K	Hold	7,168	–	–	0.23%	51
2024 Q3	$473K	Hold	7,168	–	–	0.24%	56
2024 Q2	$434K	Hold	7,168	–	–	0.24%	56
2024 Q1	$448K	Hold	7,168	–	–	0.26%	55
2023 Q4	$417K	Sell	7,168 -804	-10%	-$43K	0.25%	53
2023 Q3	$415K	Sell	7,972 -96	-1%	-$5.26K	0.27%	50
2023 Q2	$444K	Sell	8,068 -200	-2%	-$10.5K	0.28%	48
2023 Q1	$436K	Sell	8,268 -32	-0.4%	-$1.7K	0.29%	50
2022 Q4	$423K	Buy	+8,300	New	+$423K	0.29%	48

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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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

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

Shira Ridge Wealth Management's VO Position: Q3 2026 in Review

Shira Ridge Wealth Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 4,751 shares worth $373K. The position accounts for 0.13% of the portfolio, ranked #58.

Shira Ridge Wealth Management first reported a position in VO in Q4 2022 and has held it in 16 quarters since. The position peaked at $520K in Q3 2025. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Shira Ridge Wealth Management held 4,751 shares of Vanguard Morningstar Mid-Cap ETF worth $373K as of Q3 2026.
Shira Ridge Wealth Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.13% of Shira Ridge Wealth Management's portfolio in Q3 2026, its #58 holding.
Shira Ridge Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 16 quarters since.
Shira Ridge Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $520K in Q3 2025.
354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.