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

Welch 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 		$743K Buy
9,471
+17
+0.2% +$1.38K 0.03% 157
2026
Q2 		$762K Sell
9,454
-422
-4% -$32.7K 0.03% 150
2026
Q1 		$709K Sell
9,876
-1,892
-16% -$141K 0.03% 144
2025
Q4 		$854K Buy
11,768
+8
+0.1% +$582 0.03% 133
2025
Q3 		$864K Buy
11,760
+892
+8% +$64.1K 0.03% 128
2025
Q2 		$760K Buy
10,868
+808
+8% +$53K 0.03% 124
2025
Q1 		$647K Hold
10,060
– – 0.03% 124
2024
Q4 		$664K Buy
10,060
+4
+0% +$272 0.03% 128
2024
Q3 		$663K Sell
10,056
-164
-2% -$10.3K 0.03% 123
2024
Q2 		$619K Buy
10,220
+144
+1% +$8.75K 0.03% 123
2024
Q1 		$630K Sell
10,076
-1,436
-12% -$84.9K 0.03% 113
2023
Q4 		$670K Sell
11,512
-132
-1% -$7.05K 0.04% 103
2023
Q3 		$606K Buy
11,644
+208
+2% +$11.4K 0.04% 97
2023
Q2 		$629K Buy
11,436
+848
+8% +$44.5K 0.04% 92
2023
Q1 		$558K Sell
10,588
-156
-1% -$8.3K 0.03% 104
2022
Q4 		$547K Buy
+10,744
New +$547K 0.03% 111
2022
Q3 		– Sell
-11,560
Closed -$569K – 206
2022
Q2 		$569K Buy
11,560
+308
+3% +$16.6K 0.03% 96
2022
Q1 		$669K Buy
11,252
+92
+0.8% +$5.4K 0.04% 97
2021
Q4 		$711K Buy
+11,160
New +$700K 0.04% 98

Other funds holding VO

Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 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
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return
SilverOak Wealth Management
SilverOak Wealth Management Edina, Minnesota $840M AUM 15.78% 1-Year Est. Return

Welch Group's VO Position: Q3 2026 in Review

Welch Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.18% in Q3 2026, buying an estimated $1.38K and bringing the position to 9,471 shares worth $743K. The position accounts for 0.03% of the portfolio, ranked #157.

Welch Group first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $864K in Q3 2025. 1,201 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Welch Group held 9,471 shares of Vanguard Morningstar Mid-Cap ETF worth $743K as of Q3 2026.
  • Welch Group bought 17 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $1.38K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.03% of Welch Group's portfolio in Q3 2026, its #157 holding.
  • Welch Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Welch Group's Vanguard Morningstar Mid-Cap ETF position peaked at $864K in Q3 2025.
  • 1,201 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.