Steel Grove Capital Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Steel Grove Capital Advisors’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	$498K	Buy	6,352 +1,624	+34%	+$132K	0.04%	143
2026 Q2	$381K	Sell	4,728 -40	-0.8%	-$3.1K	0.04%	160
2026 Q1	$342K	Buy	+4,768	New	+$354K	0.04%	163

Other funds holding VO

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 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

FSWA

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

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

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

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

Steel Grove Capital Advisors's VO Position: Q3 2026 in Review

Steel Grove Capital Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 34% in Q3 2026, buying an estimated $132K and bringing the position to 6,352 shares worth $498K. The position accounts for 0.04% of the portfolio, ranked #143.

Steel Grove Capital Advisors first reported a position in VO in Q1 2026 and has held it in 3 quarters since. 473 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Steel Grove Capital Advisors held 6,352 shares of Vanguard Morningstar Mid-Cap ETF worth $498K as of Q3 2026.
Steel Grove Capital Advisors bought 1,624 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $132K.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of Steel Grove Capital Advisors's portfolio in Q3 2026, its #143 holding.
Steel Grove Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2026 and has held it in 3 quarters since.
473 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.