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

Ulland 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	$39K	Hold	496	–	–	0.03%	142
2026 Q2	$40K	Hold	496	–	–	0.03%	130
2026 Q1	$36K	Hold	496	–	–	0.03%	132
2025 Q4	$36K	Hold	496	–	–	0.03%	128
2025 Q3	$36K	Buy	+496	New	+$35.6K	0.03%	129

Other funds holding VO

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 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

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

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Ulland Investment Advisors held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 496 shares worth $39K. The position accounts for 0.03% of the portfolio, ranked #142.

Ulland Investment Advisors first reported a position in VO in Q3 2025 and has held it in 5 quarters since. The position peaked at $40K in Q2 2026. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Ulland Investment Advisors held 496 shares of Vanguard Morningstar Mid-Cap ETF worth $39K as of Q3 2026.
Ulland Investment Advisors left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Ulland Investment Advisors's portfolio in Q3 2026, its #142 holding.
Ulland Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2025 and has held it in 5 quarters since.
Ulland Investment Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $40K in Q2 2026.
354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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