West Paces Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

West Paces Advisors’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	–	Sell	-91	Closed	-$7.35K	–	785
2026 Q2	$7.35K	Sell	91 -493	-84%	-$38.2K	﹤0.01%	413
2026 Q1	$41.9K	Hold	584	–	–	0.01%	179
2025 Q4	$42.3K	Buy	584 +532	+1,023%	+$38.7K	0.01%	175
2025 Q3	$3.82K	Buy	+52	New	+$3.73K	﹤0.01%	183

Other funds holding VO

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

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

PCTC

Perkins Coie Trust Company Seattle, Washington $626M AUM 18.31% 1-Year Est. Return

West Paces Advisors's VO Position: Q3 2026 in Review

West Paces Advisors sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2026, closing a stake of 91 shares — an estimated $7.35K sold.

West Paces Advisors first reported a position in VO in Q3 2025 and held it in 4 quarters. The position peaked at $42.3K in Q4 2025. 364 funds tracked by Wall St. Rank hold VO as of Q3 2026.

West Paces Advisors reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q3 2026 after selling out during the quarter.
West Paces Advisors sold 91 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $7.35K.
West Paces Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2025 and held it in 4 quarters.
West Paces Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $42.3K in Q4 2025.
364 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.