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Signal Advisors Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Signal Advisors Wealth’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 		$702K Buy
+8,958
New +$729K 0.03% 387
2026
Q2 		– Sell
-3,400
Closed -$244K – 679
2026
Q1 		$244K Buy
+3,400
New +$253K 0.02% 522
2025
Q2 		– Sell
-6,828
Closed -$441K – 544
2025
Q1 		$441K Sell
6,828
-2,360
-26% -$158K 0.04% 298
2024
Q4 		$607K Buy
9,188
+768
+9% +$52.1K 0.07% 239
2024
Q3 		$555K Buy
+8,420
New +$529K 0.08% 235
2024
Q2 		– Sell
-5,568
Closed -$348K – 278
2024
Q1 		$348K Buy
5,568
+476
+9% +$28.1K 0.09% 214
2023
Q4 		$296K Buy
+5,092
New +$272K 0.1% 172

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
DC
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
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

Signal Advisors Wealth's VO Position: Q3 2026 in Review

Signal Advisors Wealth opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2026: 8,958 shares worth $702K. The stake represents 0.03% of the portfolio and ranks #387 among its holdings. This is a return to the name: Signal Advisors Wealth previously reported a position in VO as recently as Q1 2026.

Signal Advisors Wealth first reported a position in VO in Q4 2023 and has held it in 7 quarters since. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Signal Advisors Wealth held 8,958 shares of Vanguard Morningstar Mid-Cap ETF worth $702K as of Q3 2026.
  • Vanguard Morningstar Mid-Cap ETF was a new Signal Advisors Wealth position in Q3 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.03% of Signal Advisors Wealth's portfolio in Q3 2026, its #387 holding.
  • Signal Advisors Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 7 quarters since.
  • 354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Signal Advisors Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.