SWP Financial
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SWP Financial’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

SWP Financial’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 		$3.07M Sell
39,208
-330
-0.8% -$26.8K 1.42% 20
2026
Q2 		$3.19M Sell
39,538
-886
-2% -$68.7K 1.47% 20
2026
Q1 		$2.9M Buy
40,424
+32
+0.1% +$2.38K 1.48% 26
2025
Q4 		$2.93M Buy
40,392
+1,536
+4% +$112K 1.47% 22
2025
Q3 		$2.85M Buy
38,856
+828
+2% +$59.5K 1.45% 21
2025
Q2 		$2.66M Sell
38,028
-368
-1% -$24.2K 1.46% 21
2025
Q1 		$2.48M Sell
38,396
-1,056
-3% -$70.9K 1.52% 17
2024
Q4 		$2.61M Sell
39,452
-372
-0.9% -$25.3K 1.57% 16
2024
Q3 		$2.63M Sell
39,824
-360
-0.9% -$22.6K 1.6% 16
2024
Q2 		$2.43M Sell
40,184
-120,828
-75% -$7.34M 1.61% 15
2024
Q1 		$10M Buy
161,012
+1,960
+1% +$116K 7.02% 3
2023
Q4 		$9.25M Buy
+159,052
New +$8.5M 7.18% 3

Other funds holding VO

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

SWP Financial's VO Position: Q3 2026 in Review

SWP Financial reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.83% in Q3 2026, selling an estimated $26.8K and leaving 39,208 shares worth $3.07M. The position accounts for 1.42% of the portfolio, ranked #20.

SWP Financial first reported a position in VO in Q4 2023 and has held it in 12 quarters since. The position peaked at $10M in Q1 2024. 1,397 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • SWP Financial held 39,208 shares of Vanguard Morningstar Mid-Cap ETF worth $3.07M as of Q3 2026.
  • SWP Financial sold 330 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $26.8K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.42% of SWP Financial's portfolio in Q3 2026, its #20 holding.
  • SWP Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • SWP Financial's Vanguard Morningstar Mid-Cap ETF position peaked at $10M in Q1 2024.
  • 1,397 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on SWP Financial's 13F filing for Q3 2026, filed 23 Oct 2026.