Weitzel Financial Services
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Weitzel Financial Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Weitzel Financial Services’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 		$348K Hold
4,372
– – 0.12% 39
2026
Q2 		$351K Hold
4,372
– – 0.12% 41
2026
Q1 		$315K Buy
4,372
+16
+0.4% +$1.19K 0.12% 43
2025
Q4 		$319K Sell
4,356
-120
-3% -$8.73K 0.12% 40
2025
Q3 		$324K Hold
4,476
– – 0.13% 38
2025
Q2 		$317K Hold
4,476
– – 0.13% 36
2025
Q1 		$279K Hold
4,476
– – 0.13% 35
2024
Q4 		$298K Hold
4,476
– – 0.14% 34
2024
Q3 		$293K Hold
4,476
– – 0.14% 34
2024
Q2 		$269K Hold
4,476
– – 0.13% 32
2024
Q1 		$278K Hold
4,476
– – 0.14% 31
2023
Q4 		$260K Sell
4,476
-472
-10% -$25.2K 0.14% 35
2023
Q3 		$252K Sell
4,948
-640
-11% -$35.1K 0.15% 34
2023
Q2 		$308K Buy
5,588
+4
+0.1% +$210 0.17% 32
2023
Q1 		$294K Sell
5,584
-308
-5% -$16.4K 0.18% 29
2022
Q4 		$300K Sell
5,892
-12
-0.2% -$611 0.19% 27
2022
Q3 		$277K Sell
5,904
-372
-6% -$19.4K 0.19% 28
2022
Q2 		$309K Sell
6,276
-6,196
-50% -$335K 0.21% 27
2022
Q1 		$742K Sell
12,472
-71,384
-85% -$4.19M 0.47% 20
2021
Q4 		$5.34M Buy
83,856
+228
+0.3% +$14.3K 3.23% 9
2021
Q3 		$5.01M Sell
83,628
-848
-1% -$51.2K 3.25% 9
2021
Q2 		$5.05M Sell
84,476
-2,404
-3% -$139K 3.34% 9
2021
Q1 		$4.85M Buy
86,880
+4,524
+5% +$245K 3.39% 9
2020
Q4 		$4.6M Buy
+82,356
New +$3.99M 3.44% 9

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SigFig Wealth Management
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MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Weitzel Financial Services's VO Position: Q3 2026 in Review

Weitzel Financial Services held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 4,372 shares worth $348K. The position accounts for 0.12% of the portfolio, ranked #39.

Weitzel Financial Services first reported a position in VO in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.34M in Q4 2021. 835 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Weitzel Financial Services held 4,372 shares of Vanguard Morningstar Mid-Cap ETF worth $348K as of Q3 2026.
  • Weitzel Financial Services left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.12% of Weitzel Financial Services's portfolio in Q3 2026, its #39 holding.
  • Weitzel Financial Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Weitzel Financial Services's Vanguard Morningstar Mid-Cap ETF position peaked at $5.34M in Q4 2021.
  • 835 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Weitzel Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.