Weil Company’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Weil Company’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	$6.82M	Buy	87,021 +5,175	+6%	+$421K	1.18%	22
2026 Q2	$6.59M	Buy	81,846 +7,114	+10%	+$552K	1.16%	24
2026 Q1	$5.37M	Buy	74,732 +6,128	+9%	+$455K	1.2%	23
2025 Q4	$4.98M	Buy	68,604 +8,344	+14%	+$607K	1.14%	26
2025 Q3	$4.43M	Buy	60,260 +2,496	+4%	+$179K	1.06%	26
2025 Q2	$4.04M	Buy	57,764 +9,672	+20%	+$635K	1.07%	26
2025 Q1	$3.11M	Buy	48,092 +20,668	+75%	+$1.39M	0.93%	32
2024 Q4	$1.81M	Buy	27,424 +7,052	+35%	+$479K	0.63%	37
2024 Q3	$1.34M	Buy	20,372 +5,472	+37%	+$344K	0.44%	53
2024 Q2	$902K	Buy	+14,900	New	+$905K	0.33%	65

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

Weil Company's VO Position: Q3 2026 in Review

Weil Company increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.3% in Q3 2026, buying an estimated $421K and bringing the position to 87,021 shares worth $6.82M. The position accounts for 1.18% of the portfolio, ranked #22.

Weil Company first reported a position in VO in Q2 2024 and has held it in 10 quarters since. 989 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Weil Company held 87,021 shares of Vanguard Morningstar Mid-Cap ETF worth $6.82M as of Q3 2026.
Weil Company bought 5,175 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $421K.
Vanguard Morningstar Mid-Cap ETF made up 1.18% of Weil Company's portfolio in Q3 2026, its #22 holding.
Weil Company first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 10 quarters since.
989 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Weil Company's 13F filing for Q3 2026, filed 14 Oct 2026.