Venture Visionary Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Venture Visionary Partners’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	$61.9M	Buy	789,887 +4,047	+0.5%	+$329K	1.62%	12
2026 Q2	$63.3M	Buy	785,840 +41,844	+6%	+$3.24M	1.76%	11
2026 Q1	$53.4M	Sell	743,996 -147,924	-17%	-$11M	1.78%	12
2025 Q4	$64.9M	Sell	891,920 -12,012	-1%	-$874K	2.12%	9
2025 Q3	$66.4M	Sell	903,932 -452	-0%	-$32.5K	2.28%	8
2025 Q2	$63.3M	Buy	904,384 +16,380	+2%	+$1.08M	2.37%	8
2025 Q1	$57.4M	Buy	888,004 +96,384	+12%	+$6.47M	2.4%	6
2024 Q4	$52.3M	Buy	791,620 +18,408	+2%	+$1.25M	2.21%	6
2024 Q3	$51M	Buy	773,212 +14,992	+2%	+$941K	2.21%	6
2024 Q2	$45.9M	Buy	758,220 +1,084	+0.1%	+$65.9K	2.11%	6
2024 Q1	$47.3M	Buy	757,136 +19,408	+3%	+$1.15M	2.24%	6
2023 Q4	$42.9M	Buy	737,728 +37,692	+5%	+$2.01M	2.26%	5
2023 Q3	$36.4M	Sell	700,036 -17,336	-2%	-$951K	2.19%	6
2023 Q2	$39.5M	Sell	717,372 -652	-0.1%	-$34.2K	2.32%	4
2023 Q1	$37.9M	Buy	718,024 +10,980	+2%	+$584K	2.4%	4
2022 Q4	$36M	Buy	707,044 +3,840	+0.5%	+$196K	2.61%	4
2022 Q3	$33M	Buy	703,204 +13,480	+2%	+$704K	2.68%	4
2022 Q2	$34M	Buy	689,724 +15,624	+2%	+$844K	2.58%	4
2022 Q1	$40.1M	Buy	674,100 +21,580	+3%	+$1.27M	2.67%	4
2021 Q4	$41.6M	Buy	652,520 +21,968	+3%	+$1.38M	2.7%	4
2021 Q3	$37.3M	Buy	630,552 +56,352	+10%	+$3.41M	2.65%	4
2021 Q2	$34.3M	Buy	574,200 +53,880	+10%	+$3.12M	2.75%	4
2021 Q1	$28.8M	Buy	520,320 +80,968	+18%	+$4.39M	2.4%	5
2020 Q4	$22.7M	Buy	439,352 +136,992	+45%	+$6.63M	2.5%	8
2020 Q3	$13.6M	Buy	302,360 +13,268	+5%	+$578K	3.31%	8
2020 Q2	$11.8M	Buy	289,092 +30,596	+12%	+$1.17M	3.45%	7
2020 Q1	$8.51M	Buy	258,496 +36,708	+17%	+$1.52M	3.21%	9
2019 Q4	$9.88M	Buy	+221,788	New	+$9.52M	3%	10

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

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

FFA

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Venture Visionary Partners's VO Position: Q3 2026 in Review

Venture Visionary Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.51% in Q3 2026, buying an estimated $329K and bringing the position to 789,887 shares worth $61.9M. The position accounts for 1.62% of the portfolio, ranked #12.

Venture Visionary Partners first reported a position in VO in Q4 2019 and has held it in 28 quarters since. The position peaked at $66.4M in Q3 2025. 162 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Venture Visionary Partners held 789,887 shares of Vanguard Morningstar Mid-Cap ETF worth $61.9M as of Q3 2026.
Venture Visionary Partners bought 4,047 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $329K.
Vanguard Morningstar Mid-Cap ETF made up 1.62% of Venture Visionary Partners's portfolio in Q3 2026, its #12 holding.
Venture Visionary Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 28 quarters since.
Venture Visionary Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $66.4M in Q3 2025.
162 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.