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Sound Stewardship’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Sound Stewardship’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 		$275K Buy
3,502
+3
+0.1% +$244 0.11% 67
2026
Q2 		$282K Buy
3,499
+211
+6% +$16.4K 0.12% 60
2026
Q1 		$236K Buy
3,288
+4
+0.1% +$297 0.11% 58
2025
Q4 		$238K Buy
3,284
+4
+0.1% +$291 0.11% 58
2025
Q3 		$241K Buy
3,280
+8
+0.2% +$575 0.12% 62
2025
Q2 		$229K Hold
3,272
– – 0.12% 59
2025
Q1 		$212K Sell
3,272
-84
-3% -$5.64K 0.12% 60
2024
Q4 		$222K Sell
3,356
-100
-3% -$6.79K 0.13% 57
2024
Q3 		$228K Buy
3,456
+4
+0.1% +$251 0.13% 55
2024
Q2 		$209K Hold
3,452
– – 0.13% 56
2024
Q1 		$216K Sell
3,452
-28
-0.8% -$1.66K 0.13% 60
2023
Q4 		$202K Buy
+3,480
New +$186K 0.13% 65

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

Sound Stewardship's VO Position: Q3 2026 in Review

Sound Stewardship increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.09% in Q3 2026, buying an estimated $244 and bringing the position to 3,502 shares worth $275K. The position accounts for 0.11% of the portfolio, ranked #67.

Sound Stewardship first reported a position in VO in Q4 2023 and has held it in 12 quarters since. The position peaked at $282K in Q2 2026. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Sound Stewardship held 3,502 shares of Vanguard Morningstar Mid-Cap ETF worth $275K as of Q3 2026.
  • Sound Stewardship bought 3 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $244.
  • Vanguard Morningstar Mid-Cap ETF made up 0.11% of Sound Stewardship's portfolio in Q3 2026, its #67 holding.
  • Sound Stewardship first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • Sound Stewardship's Vanguard Morningstar Mid-Cap ETF position peaked at $282K in Q2 2026.
  • 354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Sound Stewardship's 13F filing for Q3 2026, filed 14 Oct 2026.