Stone Summit Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Stone Summit Wealth’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	$2.04M	Sell	26,067 -1,492	-5%	-$121K	0.55%	52
2026 Q2	$2.22M	Sell	27,559 -253	-0.9%	-$19.6K	0.56%	53
2026 Q1	$2M	Buy	27,812 +248	+0.9%	+$18.4K	0.56%	53
2025 Q4	$2M	Buy	27,564 +4,528	+20%	+$329K	0.54%	54
2025 Q3	$1.69M	Buy	23,036 +8,652	+60%	+$621K	0.48%	57
2025 Q2	$1.01M	Buy	+14,384	New	+$944K	0.31%	72

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

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

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

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Stone Summit Wealth's VO Position: Q3 2026 in Review

Stone Summit Wealth reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.4% in Q3 2026, selling an estimated $121K and leaving 26,067 shares worth $2.04M. The position accounts for 0.55% of the portfolio, ranked #52.

Stone Summit Wealth first reported a position in VO in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.22M in Q2 2026. 605 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Stone Summit Wealth held 26,067 shares of Vanguard Morningstar Mid-Cap ETF worth $2.04M as of Q3 2026.
Stone Summit Wealth sold 1,492 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $121K.
Vanguard Morningstar Mid-Cap ETF made up 0.55% of Stone Summit Wealth's portfolio in Q3 2026, its #52 holding.
Stone Summit Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and has held it in 6 quarters since.
Stone Summit Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $2.22M in Q2 2026.
605 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.