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

Whelan Financial’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 		$16.5M Buy
210,927
+14,275
+7% +$1.16M 4.29% 8
2026
Q2 		$15.8M Buy
196,652
+2,072
+1% +$161K 4.31% 8
2026
Q1 		$14M Buy
194,580
+8,284
+4% +$615K 4.34% 8
2025
Q4 		$13.5M Buy
186,296
+1,928
+1% +$140K 4.22% 8
2025
Q3 		$13.5M Sell
184,368
-4,804
-3% -$345K 4.29% 8
2025
Q2 		$13.2M Sell
189,172
-584
-0.3% -$38.3K 4.79% 8
2025
Q1 		$12.3M Sell
189,756
-2,084
-1% -$140K 4.77% 8
2024
Q4 		$12.7M Sell
191,840
-1,904
-1% -$129K 4.98% 8
2024
Q3 		$12.8M Buy
193,744
+532
+0.3% +$33.4K 5.26% 8
2024
Q2 		$11.7M Buy
193,212
+380
+0.2% +$23.1K 5.22% 8
2024
Q1 		$12M Sell
192,832
-6,412
-3% -$379K 5.5% 8
2023
Q4 		$11.6M Sell
199,244
-4,160
-2% -$222K 5.41% 8
2023
Q3 		$10.6M Buy
203,404
+5,524
+3% +$303K 5.58% 8
2023
Q2 		$10.9M Buy
197,880
+232
+0.1% +$12.2K 5.69% 8
2023
Q1 		$10.4M Buy
197,648
+16,336
+9% +$869K 5.78% 8
2022
Q4 		$9.24M Sell
181,312
-2,908
-2% -$148K 5.58% 8
2022
Q3 		$8.66M Buy
184,220
+22,244
+14% +$1.16M 5.95% 8
2022
Q2 		$7.98M Sell
161,976
-9,032
-5% -$488K 5.39% 8
2022
Q1 		$10.2M Buy
171,008
+17,772
+12% +$1.04M 6.26% 8
2021
Q4 		$9.8M Sell
153,236
-24,480
-14% -$1.53M 6.06% 8
2021
Q3 		$10.5M Buy
+177,716
New +$10.7M 9.62% 6

Other funds holding VO

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 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

Whelan Financial's VO Position: Q3 2026 in Review

Whelan Financial increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 7.3% in Q3 2026, buying an estimated $1.16M and bringing the position to 210,927 shares worth $16.5M. The position accounts for 4.29% of the portfolio, ranked #8.

Whelan Financial first reported a position in VO in Q3 2021 and has held it in 21 quarters since. 1,310 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Whelan Financial held 210,927 shares of Vanguard Morningstar Mid-Cap ETF worth $16.5M as of Q3 2026.
  • Whelan Financial bought 14,275 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $1.16M.
  • Vanguard Morningstar Mid-Cap ETF made up 4.29% of Whelan Financial's portfolio in Q3 2026, its #8 holding.
  • Whelan Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2021 and has held it in 21 quarters since.
  • 1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.