SIM
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Sims Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Sims Investment 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 		– Sell
-772
Closed -$62.2K – 166
2026
Q2 		$62.2K Buy
+772
New +$59.9K 0.02% 57

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

Sims Investment Management's VO Position: Q3 2026 in Review

Sims Investment Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2026, closing a stake of 772 shares — an estimated $62.2K sold.

Sims Investment Management first reported a position in VO in Q2 2026 and held it in 1 quarter. The position peaked at $62.2K in Q2 2026. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Sims Investment Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Sims Investment Management sold 772 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $62.2K.
  • Sims Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2026 and held it in 1 quarter.
  • Sims Investment Management's Vanguard Morningstar Mid-Cap ETF position peaked at $62.2K in Q2 2026.
  • 354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.