Ted Buchan & Co’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Ted Buchan & Co’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	$289K	Hold	3,687	–	–	0.1%	81
2026 Q2	$297K	Buy	3,687 +3	+0.1%	+$233	0.1%	82
2026 Q1	$265K	Buy	3,684 +60	+2%	+$4.46K	0.1%	78
2025 Q4	$263K	Sell	3,624 -188	-5%	-$13.7K	0.1%	77
2025 Q3	$280K	Sell	3,812 -4	-0.1%	-$287	0.11%	74
2025 Q2	$267K	Hold	3,816	–	–	0.11%	86
2025 Q1	$247K	Buy	3,816 +364	+11%	+$24.4K	0.12%	81
2024 Q4	$228K	Hold	3,452	–	–	0.11%	81
2024 Q3	$228K	Hold	3,452	–	–	0.11%	81
2024 Q2	$209K	Hold	3,452	–	–	0.11%	84
2024 Q1	$216K	Hold	3,452	–	–	0.13%	89
2023 Q4	$201K	Buy	+3,452	New	+$184K	0.15%	80

Other funds holding VO

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

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

Ted Buchan & Co's VO Position: Q3 2026 in Review

Ted Buchan & Co held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 3,687 shares worth $289K. The position accounts for 0.1% of the portfolio, ranked #81.

Ted Buchan & Co first reported a position in VO in Q4 2023 and has held it in 12 quarters since. The position peaked at $297K in Q2 2026. 871 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Ted Buchan & Co held 3,687 shares of Vanguard Morningstar Mid-Cap ETF worth $289K as of Q3 2026.
Ted Buchan & Co left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.1% of Ted Buchan & Co's portfolio in Q3 2026, its #81 holding.
Ted Buchan & Co first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
Ted Buchan & Co's Vanguard Morningstar Mid-Cap ETF position peaked at $297K in Q2 2026.
871 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Ted Buchan & Co's 13F filing for Q3 2026, filed 23 Oct 2026.