YHB Investment Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

YHB Investment Advisors’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	$477K	Buy	6,080 +1,300	+27%	+$106K	0.03%	223
2026 Q2	$385K	Hold	4,780	–	–	0.02%	241
2026 Q1	$343K	Hold	4,780	–	–	0.02%	243
2025 Q4	$347K	Hold	4,780	–	–	0.02%	240
2025 Q3	$351K	Hold	4,780	–	–	0.03%	238
2025 Q2	$334K	Sell	4,780 -20	-0.4%	-$1.31K	0.03%	239
2025 Q1	$310K	Hold	4,800	–	–	0.03%	237
2024 Q4	$317K	Sell	4,800 -100	-2%	-$6.79K	0.03%	227
2024 Q3	$323K	Hold	4,900	–	–	0.03%	232
2024 Q2	$297K	Hold	4,900	–	–	0.03%	239
2024 Q1	$306K	Hold	4,900	–	–	0.03%	229
2023 Q4	$285K	Hold	4,900	–	–	0.03%	230
2023 Q3	$255K	Hold	4,900	–	–	0.02%	239
2023 Q2	$270K	Hold	4,900	–	–	0.03%	236
2023 Q1	$258K	Hold	4,900	–	–	0.03%	244
2022 Q4	$250K	Buy	4,900 +100	+2%	+$5.09K	0.03%	249
2022 Q3	$226K	Sell	4,800 -12	-0.2%	-$627	0.03%	258
2022 Q2	$237K	Hold	4,812	–	–	0.03%	248
2022 Q1	$286K	Hold	4,812	–	–	0.03%	248
2021 Q4	$306K	Buy	4,812 +8	+0.2%	+$501	0.02%	264
2021 Q3	$284K	Hold	4,804	–	–	0.02%	253
2021 Q2	$285K	Hold	4,804	–	–	0.02%	250
2021 Q1	$277K	Hold	4,804	–	–	0.02%	249
2020 Q4	$248K	Sell	4,804 -176	-4%	-$8.52K	0.02%	252
2020 Q3	$219K	Buy	+4,980	New	+$217K	0.02%	243

Other funds holding VO

BTCPP

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

SWM

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

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

YHB Investment Advisors's VO Position: Q3 2026 in Review

YHB Investment Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 27% in Q3 2026, buying an estimated $106K and bringing the position to 6,080 shares worth $477K. The position accounts for 0.03% of the portfolio, ranked #223.

YHB Investment Advisors first reported a position in VO in Q3 2020 and has held it in 25 quarters since. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

YHB Investment Advisors held 6,080 shares of Vanguard Morningstar Mid-Cap ETF worth $477K as of Q3 2026.
YHB Investment Advisors bought 1,300 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $106K.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of YHB Investment Advisors's portfolio in Q3 2026, its #223 holding.
YHB Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2020 and has held it in 25 quarters since.
354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.