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Three Bearings Fiduciary Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Three Bearings Fiduciary 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
Q2 		$2.88M Sell
35,755
-925
-3% -$71.7K 2.58% 10
2026
Q1 		$2.63M Sell
36,680
-448
-1% -$33.3K 2.55% 12
2025
Q4 		$2.75M Buy
+37,128
New +$2.7M 2.57% 12

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

Three Bearings Fiduciary Advisors's VO Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.5% in Q2 2026, selling an estimated $71.7K and leaving 35,755 shares worth $2.88M. The position accounts for 2.58% of the portfolio, ranked #10.

Three Bearings Fiduciary Advisors first reported a position in VO in Q4 2025 and has held it in 3 quarters since. 1,756 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 35,755 shares of Vanguard Morningstar Mid-Cap ETF worth $2.88M as of Q2 2026.
  • Three Bearings Fiduciary Advisors sold 925 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $71.7K.
  • Vanguard Morningstar Mid-Cap ETF made up 2.58% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #10 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,756 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.