Waterfront Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Waterfront Wealth’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	$204K	Buy	+2,523	New	+$205K	0.03%	291

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Waterfront Wealth's VO Position: Q3 2026 in Review

Waterfront Wealth opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2026: 2,523 shares worth $204K. The stake represents 0.03% of the portfolio and ranks #291 among its holdings.

2,270 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Waterfront Wealth held 2,523 shares of Vanguard Morningstar Mid-Cap ETF worth $204K as of Q3 2026.
Vanguard Morningstar Mid-Cap ETF was a new Waterfront Wealth position in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Waterfront Wealth's portfolio in Q3 2026, its #291 holding.
2,270 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.