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

World Equity 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 		$376K Sell
4,793
-7,827
-62% -$637K 0.16% 142
2026
Q2 		$1.02M Buy
12,620
+256
+2% +$19.8K 0.23% 96
2026
Q1 		$888K Buy
12,364
+232
+2% +$17.2K 0.23% 102
2025
Q4 		$880K Buy
12,132
+288
+2% +$21K 0.25% 97
2025
Q3 		$870K Buy
11,844
+716
+6% +$51.4K 0.2% 108
2025
Q2 		$778K Buy
11,128
+2,780
+33% +$182K 0.21% 103
2025
Q1 		$539K Sell
8,348
-8,276
-50% -$555K 0.15% 137
2024
Q4 		$1.1M Buy
16,624
+8,580
+107% +$582K 0.24% 92
2024
Q3 		$530K Sell
8,044
-3,180
-28% -$200K 0.19% 122
2024
Q2 		$679K Sell
11,224
-11,872
-51% -$721K 0.2% 132
2024
Q1 		$1.44M Buy
23,096
+720
+3% +$42.6K 0.3% 88
2023
Q4 		$1.3M Buy
22,376
+12,244
+121% +$654K 0.26% 93
2023
Q3 		$527K Buy
10,132
+636
+7% +$34.9K 0.11% 194
2023
Q2 		$523K Sell
9,496
-52,760
-85% -$2.77M 0.15% 174
2023
Q1 		$703K Buy
62,256
+52,356
+529% +$2.79M 0.11% 214
2022
Q4 		$504K Buy
9,900
+124
+1% +$6.32K 0.12% 175
2022
Q3 		$459K Buy
9,776
+180
+2% +$9.41K 0.12% 175
2022
Q2 		$473K Buy
9,596
+788
+9% +$42.6K 0.12% 183
2022
Q1 		$524K Buy
+8,808
New +$517K 0.11% 203

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
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
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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

World Equity Group's VO Position: Q3 2026 in Review

World Equity Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 62% in Q3 2026, selling an estimated $637K and leaving 4,793 shares worth $376K. The position accounts for 0.16% of the portfolio, ranked #142.

World Equity Group first reported a position in VO in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.44M in Q1 2024. 835 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • World Equity Group held 4,793 shares of Vanguard Morningstar Mid-Cap ETF worth $376K as of Q3 2026.
  • World Equity Group sold 7,827 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $637K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.16% of World Equity Group's portfolio in Q3 2026, its #142 holding.
  • World Equity Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 19 quarters since.
  • World Equity Group's Vanguard Morningstar Mid-Cap ETF position peaked at $1.44M in Q1 2024.
  • 835 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.