Veracity Capital’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Veracity Capital’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	$21.7M	Buy	276,562 +4,862	+2%	+$395K	5.84%	3
2026 Q2	$21.9M	Buy	271,700 +5,520	+2%	+$428K	5.91%	3
2026 Q1	$19.1M	Sell	266,180 -31,072	-10%	-$2.31M	6.83%	3
2025 Q4	$21.6M	Buy	297,252 +14,012	+5%	+$1.02M	6.35%	3
2025 Q3	$20.8M	Buy	283,240 +9,704	+4%	+$697K	6.63%	3
2025 Q2	$19.1M	Buy	273,536 +10,660	+4%	+$700K	6.55%	3
2025 Q1	$17M	Buy	262,876 +5,556	+2%	+$373K	6.58%	3
2024 Q4	$17M	Buy	257,320 +10,760	+4%	+$730K	6.13%	3
2024 Q3	$16.3M	Buy	246,560 +8,852	+4%	+$556K	6.16%	3
2024 Q2	$14.4M	Sell	237,708 -9,572	-4%	-$582K	5.99%	3
2024 Q1	$15.4M	Buy	+247,280	New	+$14.6M	6%	3

Other funds holding VO

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 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

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

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Veracity Capital's VO Position: Q3 2026 in Review

Veracity Capital increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.8% in Q3 2026, buying an estimated $395K and bringing the position to 276,562 shares worth $21.7M. The position accounts for 5.84% of the portfolio, ranked #3.

Veracity Capital first reported a position in VO in Q1 2024 and has held it in 11 quarters since. The position peaked at $21.9M in Q2 2026. 912 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Veracity Capital held 276,562 shares of Vanguard Morningstar Mid-Cap ETF worth $21.7M as of Q3 2026.
Veracity Capital bought 4,862 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $395K.
Vanguard Morningstar Mid-Cap ETF made up 5.84% of Veracity Capital's portfolio in Q3 2026, its #3 holding.
Veracity Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 11 quarters since.
Veracity Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $21.9M in Q2 2026.
912 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Veracity Capital's 13F filing for Q3 2026, filed 8 Oct 2026.