Sincerus Advisory’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Sincerus Advisory’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	$3.08M	Buy	39,335 +259	+0.7%	+$21.1K	2.01%	13
2026 Q2	$3.15M	Sell	39,076 -1,276	-3%	-$98.9K	2.14%	12
2026 Q1	$2.9M	Buy	40,352 +1,144	+3%	+$85K	2.2%	13
2025 Q4	$2.84M	Buy	39,208 +260	+0.7%	+$18.9K	2.29%	11
2025 Q3	$2.86M	Buy	38,948 +396	+1%	+$28.4K	2.45%	11
2025 Q2	$2.79M	Buy	38,552 +1,816	+5%	+$119K	2.62%	11
2025 Q1	$2.38M	Buy	36,736 +13,420	+58%	+$901K	2.51%	10
2024 Q4	$1.54M	Buy	+23,316	New	+$1.58M	1.65%	19

Other funds holding VO

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

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

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Sincerus Advisory's VO Position: Q3 2026 in Review

Sincerus Advisory increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.66% in Q3 2026, buying an estimated $21.1K and bringing the position to 39,335 shares worth $3.08M. The position accounts for 2.01% of the portfolio, ranked #13.

Sincerus Advisory first reported a position in VO in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.15M in Q2 2026. 835 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Sincerus Advisory held 39,335 shares of Vanguard Morningstar Mid-Cap ETF worth $3.08M as of Q3 2026.
Sincerus Advisory bought 259 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $21.1K.
Vanguard Morningstar Mid-Cap ETF made up 2.01% of Sincerus Advisory's portfolio in Q3 2026, its #13 holding.
Sincerus Advisory first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Sincerus Advisory's Vanguard Morningstar Mid-Cap ETF position peaked at $3.15M in Q2 2026.
835 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.