Wise Wealth Partners
VO icon

Wise Wealth Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Wise Wealth Partners’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 		$311K Buy
3,970
+313
+9% +$25.5K 0.57% 30
2026
Q2 		$295K Buy
3,657
+357
+11% +$27.7K 0.5% 34
2026
Q1 		$237K Buy
3,300
+108
+3% +$8.02K 0.32% 51
2025
Q4 		$232K Buy
+3,192
New +$232K 0.33% 50

Other funds holding VO

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wise Wealth Partners's VO Position: Q3 2026 in Review

Wise Wealth Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8.6% in Q3 2026, buying an estimated $25.5K and bringing the position to 3,970 shares worth $311K. The position accounts for 0.57% of the portfolio, ranked #30.

Wise Wealth Partners first reported a position in VO in Q4 2025 and has held it in 4 quarters since. 1,850 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Wise Wealth Partners held 3,970 shares of Vanguard Morningstar Mid-Cap ETF worth $311K as of Q3 2026.
  • Wise Wealth Partners bought 313 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $25.5K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.57% of Wise Wealth Partners's portfolio in Q3 2026, its #30 holding.
  • Wise Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,850 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Wise Wealth Partners's 13F filing for Q3 2026, filed 14 Oct 2026.