SpringVest Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

SpringVest Wealth 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	$781K	Sell	9,956 -688	-6%	-$56K	0.48%	37
2026 Q2	$858K	Buy	10,644 +488	+5%	+$37.8K	0.54%	31
2026 Q1	$729K	Buy	10,156 +968	+11%	+$71.9K	0.5%	31
2025 Q4	$667K	Buy	9,188 +120	+1%	+$8.73K	0.46%	31
2025 Q3	$666K	Buy	9,068 +352	+4%	+$25.3K	0.49%	30
2025 Q2	$612K	Buy	8,716 +244	+3%	+$16K	0.5%	30
2025 Q1	$548K	Buy	8,472 +1,128	+15%	+$75.7K	0.45%	32
2024 Q4	$485K	Buy	+7,344	New	+$499K	0.42%	39

Other funds holding VO

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 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

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 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

SpringVest Wealth Management's VO Position: Q3 2026 in Review

SpringVest Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.5% in Q3 2026, selling an estimated $56K and leaving 9,956 shares worth $781K. The position accounts for 0.48% of the portfolio, ranked #37.

SpringVest Wealth Management first reported a position in VO in Q4 2024 and has held it in 8 quarters since. The position peaked at $858K in Q2 2026. 1,265 funds tracked by Wall St. Rank hold VO as of Q3 2026.

SpringVest Wealth Management held 9,956 shares of Vanguard Morningstar Mid-Cap ETF worth $781K as of Q3 2026.
SpringVest Wealth Management sold 688 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $56K.
Vanguard Morningstar Mid-Cap ETF made up 0.48% of SpringVest Wealth Management's portfolio in Q3 2026, its #37 holding.
SpringVest Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
SpringVest Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $858K in Q2 2026.
1,265 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on SpringVest Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.