Unified Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Unified Investment Management’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	$653K	Hold	8,324	–	–	0.57%	56
2026 Q2	$671K	Hold	8,324	–	–	0.62%	54
2026 Q1	$598K	Hold	8,324	–	–	0.61%	60
2025 Q4	$604K	Hold	8,324	–	–	0.6%	58
2025 Q3	$611K	Hold	8,324	–	–	0.61%	55
2025 Q2	$582K	Hold	8,324	–	–	0.62%	62
2025 Q1	$538K	Hold	8,324	–	–	0.64%	59
2024 Q4	$550K	Buy	+8,324	New	+$565K	0.62%	58

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

FSWA

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

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

Unified Investment Management's VO Position: Q3 2026 in Review

Unified Investment Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 8,324 shares worth $653K. The position accounts for 0.57% of the portfolio, ranked #56.

Unified Investment Management first reported a position in VO in Q4 2024 and has held it in 8 quarters since. The position peaked at $671K in Q2 2026. 509 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Unified Investment Management held 8,324 shares of Vanguard Morningstar Mid-Cap ETF worth $653K as of Q3 2026.
Unified Investment Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.57% of Unified Investment Management's portfolio in Q3 2026, its #56 holding.
Unified Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Unified Investment Management's Vanguard Morningstar Mid-Cap ETF position peaked at $671K in Q2 2026.
509 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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