Smithbridge Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Smithbridge Asset 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	$1.97M	Buy	25,140 +16,000	+175%	+$1.3M	0.27%	77
2026 Q2	$736K	Sell	9,140 -16,992	-65%	-$1.32M	0.1%	115
2026 Q1	$1.88M	Buy	+26,132	New	+$1.94M	0.28%	78

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Smithbridge Asset Management's VO Position: Q3 2026 in Review

Smithbridge Asset Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 175% in Q3 2026, buying an estimated $1.3M and bringing the position to 25,140 shares worth $1.97M. The position accounts for 0.27% of the portfolio, ranked #77.

Smithbridge Asset Management first reported a position in VO in Q1 2026 and has held it in 3 quarters since. 2,270 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Smithbridge Asset Management held 25,140 shares of Vanguard Morningstar Mid-Cap ETF worth $1.97M as of Q3 2026.
Smithbridge Asset Management bought 16,000 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $1.3M.
Vanguard Morningstar Mid-Cap ETF made up 0.27% of Smithbridge Asset Management's portfolio in Q3 2026, its #77 holding.
Smithbridge Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2026 and has held it in 3 quarters since.
2,270 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Smithbridge Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.