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Waycross Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Waycross Investment Management’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 		$333K Hold
4,248
– – 0.27% 50
2026
Q2 		$342K Buy
4,248
+1,164
+38% +$90.2K 0.26% 49
2026
Q1 		$221K Hold
3,084
– – 0.21% 43
2025
Q4 		$224K Buy
+3,084
New +$224K 0.2% 47

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
DC
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
CI
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

Waycross Investment Management's VO Position: Q3 2026 in Review

Waycross Investment Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 4,248 shares worth $333K. The position accounts for 0.27% of the portfolio, ranked #50.

Waycross Investment Management first reported a position in VO in Q4 2025 and has held it in 4 quarters since. The position peaked at $342K in Q2 2026. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Waycross Investment Management held 4,248 shares of Vanguard Morningstar Mid-Cap ETF worth $333K as of Q3 2026.
  • Waycross Investment Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.27% of Waycross Investment Management's portfolio in Q3 2026, its #50 holding.
  • Waycross Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Waycross Investment Management's Vanguard Morningstar Mid-Cap ETF position peaked at $342K in Q2 2026.
  • 354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Waycross Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.