Voisard Asset Management Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Voisard Asset Management Group’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	$1.53M	Hold	19,468	–	–	0.28%	36
2026 Q2	$1.57M	Hold	19,468	–	–	0.3%	36
2026 Q1	$1.4M	Hold	19,468	–	–	0.3%	37
2025 Q4	$1.41M	Sell	19,468 -400	-2%	-$29.1K	0.3%	33
2025 Q3	$1.46M	Hold	19,868	–	–	0.34%	29
2025 Q2	$1.39M	Hold	19,868	–	–	0.36%	32
2025 Q1	$1.28M	Sell	19,868 -308	-2%	-$20.7K	0.38%	27
2024 Q4	$1.33M	Sell	20,176 -300	-1%	-$20.4K	0.45%	27
2024 Q3	$1.35M	Sell	20,476 -256	-1%	-$16.1K	0.56%	18
2024 Q2	$1.25M	Buy	20,732 +40	+0.2%	+$2.43K	0.61%	15
2024 Q1	$1.29M	Hold	20,692	–	–	0.73%	12
2023 Q4	$1.2M	Buy	+20,692	New	+$1.11M	0.72%	12

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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AWM

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

VVP

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

FFA

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

Voisard Asset Management Group's VO Position: Q3 2026 in Review

Voisard Asset Management Group held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 19,468 shares worth $1.53M. The position accounts for 0.28% of the portfolio, ranked #36.

Voisard Asset Management Group first reported a position in VO in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.57M in Q2 2026. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Voisard Asset Management Group held 19,468 shares of Vanguard Morningstar Mid-Cap ETF worth $1.53M as of Q3 2026.
Voisard Asset Management Group left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.28% of Voisard Asset Management Group's portfolio in Q3 2026, its #36 holding.
Voisard Asset Management Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
Voisard Asset Management Group's Vanguard Morningstar Mid-Cap ETF position peaked at $1.57M in Q2 2026.
354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Voisard Asset Management Group's 13F filing for Q3 2026, filed 13 Oct 2026.