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Third View Private Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Third View Private 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
Q2 		– Sell
-7,432
Closed -$534K – 316
2026
Q1 		$534K Buy
+7,432
New +$552K 0.07% 162

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Third View Private Wealth's VO Position: Q2 2026 in Review

Third View Private Wealth sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 7,432 shares — an estimated $534K sold.

Third View Private Wealth first reported a position in VO in Q1 2026 and held it in 1 quarter. The position peaked at $534K in Q1 2026. 1,776 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Third View Private Wealth reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Third View Private Wealth sold 7,432 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $534K.
  • Third View Private Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2026 and held it in 1 quarter.
  • Third View Private Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $534K in Q1 2026.
  • 1,776 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.