Weaver Consulting Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Weaver Consulting 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	$255K	Hold	3,247	–	–	0.05%	266
2026 Q2	$262K	Buy	3,247 +19	+0.6%	+$1.47K	0.05%	248
2026 Q1	$232K	Sell	3,228 -400	-11%	-$29.7K	0.06%	253
2025 Q4	$263K	Buy	3,628 +4	+0.1%	+$291	0.06%	226
2025 Q3	$266K	Buy	3,624 +172	+5%	+$12.4K	0.07%	217
2025 Q2	$242K	Buy	+3,452	New	+$227K	0.07%	213
2020 Q4	–	Sell	-900	Closed	-$40K	–	885
2020 Q3	$40K	Hold	900	–	–	0.02%	291
2020 Q2	$37K	Hold	900	–	–	0.02%	299
2020 Q1	$30K	Sell	900 -1,316	-59%	-$54.5K	0.02%	277
2019 Q4	$93K	Sell	2,216 -2,500	-53%	-$107K	0.05%	173
2019 Q3	$202K	Hold	4,716	–	–	0.11%	104
2019 Q2	$197K	Hold	4,716	–	–	0.11%	102
2019 Q1	$194K	Buy	+4,716	New	+$181K	0.05%	225

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

Weaver Consulting Group's VO Position: Q3 2026 in Review

Weaver Consulting Group held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 3,247 shares worth $255K. The position accounts for 0.05% of the portfolio, ranked #266.

Weaver Consulting Group first reported a position in VO in Q1 2019 and has held it in 13 quarters since. The position peaked at $266K in Q3 2025. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Weaver Consulting Group held 3,247 shares of Vanguard Morningstar Mid-Cap ETF worth $255K as of Q3 2026.
Weaver Consulting Group left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.05% of Weaver Consulting Group's portfolio in Q3 2026, its #266 holding.
Weaver Consulting Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2019 and has held it in 13 quarters since.
Weaver Consulting Group's Vanguard Morningstar Mid-Cap ETF position peaked at $266K in Q3 2025.
354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.