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Tactive Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Tactive 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 		$1.26M Sell
16,128
-971
-6% -$79K 0.3% 73
2026
Q2 		$1.38M Sell
17,099
-461
-3% -$35.7K 0.34% 66
2026
Q1 		$1.26M Sell
17,560
-256
-1% -$19K 0.36% 72
2025
Q4 		$1.29M Sell
17,816
-3,420
-16% -$249K 0.38% 64
2025
Q3 		$1.56M Buy
21,236
+2,700
+15% +$194K 0.44% 59
2025
Q2 		$1.3M Buy
+18,536
New +$1.22M 0.42% 65
2024
Q1 		$272K Sell
4,352
-80
-2% -$4.73K 0.14% 106
2023
Q4 		$258K Sell
4,432
-676
-13% -$36.1K 0.17% 75
2023
Q3 		$266K Buy
5,108
+560
+12% +$30.7K 0.23% 52
2023
Q2 		$250K Buy
+4,548
New +$238K 0.19% 58

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
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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

Tactive Advisors's VO Position: Q3 2026 in Review

Tactive Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.7% in Q3 2026, selling an estimated $79K and leaving 16,128 shares worth $1.26M. The position accounts for 0.3% of the portfolio, ranked #73.

Tactive Advisors first reported a position in VO in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.56M in Q3 2025. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Tactive Advisors held 16,128 shares of Vanguard Morningstar Mid-Cap ETF worth $1.26M as of Q3 2026.
  • Tactive Advisors sold 971 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $79K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.3% of Tactive Advisors's portfolio in Q3 2026, its #73 holding.
  • Tactive Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2023 and has held it in 10 quarters since.
  • Tactive Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $1.56M in Q3 2025.
  • 354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.