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Southland Equity Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Southland Equity Partners’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 		$1.35M Sell
17,202
-62
-0.4% -$5.04K 0.23% 81
2026
Q2 		$1.39M Sell
17,264
-128
-0.7% -$9.92K 0.24% 79
2026
Q1 		$1.25M Sell
17,392
-268
-2% -$19.9K 0.24% 77
2025
Q4 		$1.28M Sell
17,660
-456
-3% -$33.2K 0.25% 77
2025
Q3 		$1.33M Sell
18,116
-216
-1% -$15.5K 0.27% 73
2025
Q2 		$1.28M Sell
18,332
-268
-1% -$17.6K 0.28% 70
2025
Q1 		$1.2M Buy
18,600
+224
+1% +$15K 0.28% 68
2024
Q4 		$1.21M Buy
18,376
+64
+0.3% +$4.34K 0.28% 67
2024
Q3 		$1.21M Sell
18,312
-560
-3% -$35.2K 0.29% 65
2024
Q2 		$1.14M Sell
18,872
-3,824
-17% -$232K 0.33% 60
2024
Q1 		$1.42M Buy
22,696
+1,748
+8% +$103K 0.4% 45
2023
Q4 		$1.22M Sell
20,948
-144
-0.7% -$7.69K 0.38% 46
2023
Q3 		$1.1M Buy
21,092
+712
+3% +$39K 0.38% 48
2023
Q2 		$1.12M Sell
20,380
-104
-0.5% -$5.45K 0.38% 49
2023
Q1 		$1.08M Buy
20,484
+136
+0.7% +$7.24K 0.42% 47
2022
Q4 		$1.04M Sell
20,348
-52
-0.3% -$2.65K 0.4% 43
2022
Q3 		$959K Sell
20,400
-772
-4% -$40.3K 0.47% 45
2022
Q2 		$1.04M Buy
21,172
+972
+5% +$52.5K 0.48% 43
2022
Q1 		$1.2M Buy
20,200
+2,316
+13% +$136K 0.5% 40
2021
Q4 		$1.14M Buy
17,884
+1,472
+9% +$92.3K 0.47% 41
2021
Q3 		$971K Buy
16,412
+308
+2% +$18.6K 0.45% 43
2021
Q2 		$956K Buy
16,104
+232
+1% +$13.4K 0.45% 45
2021
Q1 		$878K Buy
15,872
+1,028
+7% +$55.8K 0.5% 39
2020
Q4 		$767K Buy
+14,844
New +$719K 0.52% 44

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

Southland Equity Partners's VO Position: Q3 2026 in Review

Southland Equity Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.36% in Q3 2026, selling an estimated $5.04K and leaving 17,202 shares worth $1.35M. The position accounts for 0.23% of the portfolio, ranked #81.

Southland Equity Partners first reported a position in VO in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.42M in Q1 2024. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Southland Equity Partners held 17,202 shares of Vanguard Morningstar Mid-Cap ETF worth $1.35M as of Q3 2026.
  • Southland Equity Partners sold 62 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $5.04K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.23% of Southland Equity Partners's portfolio in Q3 2026, its #81 holding.
  • Southland Equity Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Southland Equity Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $1.42M in Q1 2024.
  • 354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Southland Equity Partners's 13F filing for Q3 2026, filed 14 Oct 2026.