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

Winthrop Advisory 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	$1.8M	Sell	22,998 -814	-3%	-$66.2K	0.11%	65
2026 Q2	$1.92M	Buy	23,812 +1,964	+9%	+$152K	0.13%	64
2026 Q1	$1.57M	Sell	21,848 -440	-2%	-$32.7K	0.13%	59
2025 Q4	$1.62M	Buy	22,288 +2,976	+15%	+$216K	0.14%	60
2025 Q3	$1.42M	Buy	19,312 +20	+0.1%	+$1.44K	0.12%	60
2025 Q2	$1.35M	Buy	+19,292	New	+$1.27M	0.13%	59

Other funds holding VO

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Winthrop Advisory Group's VO Position: Q3 2026 in Review

Winthrop Advisory Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.4% in Q3 2026, selling an estimated $66.2K and leaving 22,998 shares worth $1.8M. The position accounts for 0.11% of the portfolio, ranked #65.

Winthrop Advisory Group first reported a position in VO in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.92M in Q2 2026. 1,330 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Winthrop Advisory Group held 22,998 shares of Vanguard Morningstar Mid-Cap ETF worth $1.8M as of Q3 2026.
Winthrop Advisory Group sold 814 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $66.2K.
Vanguard Morningstar Mid-Cap ETF made up 0.11% of Winthrop Advisory Group's portfolio in Q3 2026, its #65 holding.
Winthrop Advisory Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and has held it in 6 quarters since.
Winthrop Advisory Group's Vanguard Morningstar Mid-Cap ETF position peaked at $1.92M in Q2 2026.
1,330 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.