Values Added Financial
VO icon

Values Added Financial’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Values Added Financial’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 		$683K Sell
8,712
-12
-0.1% -$976 0.24% 62
2026
Q2 		$703K Hold
8,724
– – 0.25% 67
2026
Q1 		$626K Sell
8,724
-1,000
-10% -$74.3K 0.26% 62
2025
Q4 		$706K Buy
9,724
+72
+0.7% +$5.24K 0.3% 58
2025
Q3 		$709K Sell
9,652
-3,856
-29% -$277K 0.32% 57
2025
Q2 		$945K Buy
13,508
+1,656
+14% +$109K 0.46% 44
2025
Q1 		$766K Buy
11,852
+2,112
+22% +$142K 0.42% 45
2024
Q4 		$643K Buy
9,740
+2,512
+35% +$171K 0.37% 50
2024
Q3 		$477K Sell
7,228
-1,644
-19% -$103K 0.3% 59
2024
Q2 		$537K Buy
8,872
+1,852
+26% +$113K 0.39% 48
2024
Q1 		$439K Hold
7,020
– – 0.34% 55
2023
Q4 		$408K Buy
7,020
+756
+12% +$40.4K 0.33% 53
2023
Q3 		$326K Buy
6,264
+1,164
+23% +$63.8K 0.3% 63
2023
Q2 		$281K Buy
+5,100
New +$267K 0.26% 63

Other funds holding VO

Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Values Added Financial's VO Position: Q3 2026 in Review

Values Added Financial reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.14% in Q3 2026, selling an estimated $976 and leaving 8,712 shares worth $683K. The position accounts for 0.24% of the portfolio, ranked #62.

Values Added Financial first reported a position in VO in Q2 2023 and has held it in 14 quarters since. The position peaked at $945K in Q2 2025. 1,226 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Values Added Financial held 8,712 shares of Vanguard Morningstar Mid-Cap ETF worth $683K as of Q3 2026.
  • Values Added Financial sold 12 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $976.
  • Vanguard Morningstar Mid-Cap ETF made up 0.24% of Values Added Financial's portfolio in Q3 2026, its #62 holding.
  • Values Added Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2023 and has held it in 14 quarters since.
  • Values Added Financial's Vanguard Morningstar Mid-Cap ETF position peaked at $945K in Q2 2025.
  • 1,226 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.