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

Traphagen Investment 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 		$897K Buy
11,437
+303
+3% +$24.6K 0.06% 94
2026
Q2 		$897K Sell
11,134
-2
-0% -$155 0.06% 94
2026
Q1 		$799K Sell
11,136
-8
-0.1% -$594 0.06% 89
2025
Q4 		$808K Sell
11,144
-1,148
-9% -$83.5K 0.07% 88
2025
Q3 		$903K Sell
12,292
-28
-0.2% -$2.01K 0.08% 81
2025
Q2 		$862K Buy
12,320
+1,184
+11% +$77.7K 0.08% 81
2025
Q1 		$720K Sell
11,136
-112
-1% -$7.52K 0.08% 88
2024
Q4 		$743K Sell
11,248
-1,888
-14% -$128K 0.08% 88
2024
Q3 		$866K Sell
13,136
-24
-0.2% -$1.51K 0.09% 76
2024
Q2 		$797K Hold
13,160
– – 0.09% 78
2024
Q1 		$822K Sell
13,160
-24
-0.2% -$1.42K 0.09% 78
2023
Q4 		$767K Buy
13,184
+4
+0% +$214 0.09% 78
2023
Q3 		$686K Buy
13,180
+4,628
+54% +$254K 0.09% 73
2023
Q2 		$471K Sell
8,552
-712
-8% -$37.3K 0.06% 90
2023
Q1 		$488K Sell
9,264
-8,944
-49% -$476K 0.07% 84
2022
Q4 		$375K Buy
18,208
+9,680
+114% +$493K 0.06% 100
2022
Q3 		$401K Sell
8,528
-184
-2% -$9.62K 0.07% 77
2022
Q2 		$429K Buy
8,712
+100
+1% +$5.4K 0.08% 79
2022
Q1 		$512K Buy
8,612
+84
+1% +$4.93K 0.08% 72
2021
Q4 		$543K Hold
8,528
– – 0.09% 73
2021
Q3 		$505K Sell
8,528
-220
-3% -$13.3K 0.09% 65
2021
Q2 		$519K Buy
8,748
+220
+3% +$12.8K 0.09% 71
2021
Q1 		$472K Hold
8,528
– – 0.09% 81
2020
Q4 		$441K Hold
8,528
– – 0.08% 82
2020
Q3 		$376K Hold
8,528
– – 0.08% 82
2020
Q2 		$349K Hold
8,528
– – 0.08% 86
2020
Q1 		$281K Hold
8,528
– – 0.08% 92
2019
Q4 		$380K Hold
8,528
– – 0.09% 82
2019
Q3 		$357K Hold
8,528
– – 0.09% 82
2019
Q2 		$356K Hold
8,528
– – 0.1% 81
2019
Q1 		$343K Buy
+8,528
New +$328K 0.1% 80

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

Traphagen Investment Advisors's VO Position: Q3 2026 in Review

Traphagen Investment Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.7% in Q3 2026, buying an estimated $24.6K and bringing the position to 11,437 shares worth $897K. The position accounts for 0.06% of the portfolio, ranked #94.

Traphagen Investment Advisors first reported a position in VO in Q1 2019 and has held it in 31 quarters since. The position peaked at $903K in Q3 2025. 337 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Traphagen Investment Advisors held 11,437 shares of Vanguard Morningstar Mid-Cap ETF worth $897K as of Q3 2026.
  • Traphagen Investment Advisors bought 303 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $24.6K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.06% of Traphagen Investment Advisors's portfolio in Q3 2026, its #94 holding.
  • Traphagen Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2019 and has held it in 31 quarters since.
  • Traphagen Investment Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $903K in Q3 2025.
  • 337 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Traphagen Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.