SIG
VO icon

Spinnaker Investment Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Spinnaker Investment Group’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 		$237K Hold
3,024
– – 0.04% 153
2026
Q2 		$244K Buy
+3,024
New +$234K 0.04% 152

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Spinnaker Investment Group's VO Position: Q3 2026 in Review

Spinnaker Investment Group held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 3,024 shares worth $237K. The position accounts for 0.04% of the portfolio, ranked #153.

Spinnaker Investment Group first reported a position in VO in Q2 2026 and has held it in 2 quarters since. The position peaked at $244K in Q2 2026. 265 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Spinnaker Investment Group held 3,024 shares of Vanguard Morningstar Mid-Cap ETF worth $237K as of Q3 2026.
  • Spinnaker Investment Group left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.04% of Spinnaker Investment Group's portfolio in Q3 2026, its #153 holding.
  • Spinnaker Investment Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • Spinnaker Investment Group's Vanguard Morningstar Mid-Cap ETF position peaked at $244K in Q2 2026.
  • 265 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Spinnaker Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.