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YANKCOM Partnership’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

YANKCOM Partnership’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 		$61.2K Hold
780
– – 0.02% 187
2026
Q2 		$62.8K Buy
780
+104
+15% +$8.06K 0.02% 185
2026
Q1 		$48.5K Hold
676
– – 0.02% 190
2025
Q4 		$49K Buy
676
+264
+64% +$19.2K 0.02% 189
2025
Q3 		$30.3K Buy
+412
New +$29.6K 0.01% 199

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

YANKCOM Partnership's VO Position: Q3 2026 in Review

YANKCOM Partnership held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 780 shares worth $61.2K. The position accounts for 0.02% of the portfolio, ranked #187.

YANKCOM Partnership first reported a position in VO in Q3 2025 and has held it in 5 quarters since. The position peaked at $62.8K in Q2 2026. 1,850 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • YANKCOM Partnership held 780 shares of Vanguard Morningstar Mid-Cap ETF worth $61.2K as of Q3 2026.
  • YANKCOM Partnership left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.02% of YANKCOM Partnership's portfolio in Q3 2026, its #187 holding.
  • YANKCOM Partnership first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2025 and has held it in 5 quarters since.
  • YANKCOM Partnership's Vanguard Morningstar Mid-Cap ETF position peaked at $62.8K in Q2 2026.
  • 1,850 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on YANKCOM Partnership's 13F filing for Q3 2026, filed 15 Oct 2026.