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Public ownership evidence

Vanguard Morningstar Mid-Cap ETF (VO) Ownership Disclosures

Read VO insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-10T07:40:50.020Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Arbor Wealth Management LLC\AZ2026-03-312026-09-0128,542$8,196,576None
Arbor Wealth Management LLC\AZ2025-12-312026-09-0127,340$7,934,684None
Cornerstone Financial Management LLC2026-06-302026-08-2926,410$2,127,857None
Cornerstone Financial Management LLC2026-03-312026-08-296,599$1,895,101None
Cornerstone Financial Management LLC2025-12-312026-08-296,404$1,858,569None
NWM ADVISORS, LLC2026-06-302026-08-2997,027$7,817,480None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2937,813$9,779,260None
Corient Private Wealth LP2026-06-302026-08-282,182,308$175,828,836None
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co2026-06-302026-08-283,350$282,153None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-281,471$118,556None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28404$115,990None
Wellington Grp LLC2026-06-302026-08-27305,255$24,594,420None
AFFINITY WEALTH LLC2025-12-312026-08-27114$33,085None
Legacy Edge Advisors, LLC2025-09-302026-08-2718,439$5,416,272None
HORAN Wealth, LLC2026-06-302026-08-275,688$458,283None
Dakota Wealth Management2025-09-302026-08-279,665$2,838,993None
Dakota Wealth Management2025-12-312026-08-2733,385$9,689,116None
Dakota Wealth Management2026-03-312026-08-2733,268$9,553,979None
Advus Financial Partners, LLC2026-03-312026-08-261,490$427,888None
Advus Financial Partners, LLC2022-03-312026-08-261,293$307,545None
Advus Financial Partners, LLC2021-09-302026-08-261,171$298,396None
Financial Insights, Inc.2026-06-302026-08-2631,180$2,512,190None
Serenity Investment Advisors2026-06-302026-08-25236,070$19,482,874None
Strategic Financial Services, Inc.2026-06-302026-08-2512,544$1,010,670None
Bernard Wealth Management Corp.2026-06-302026-08-221,300$104,741None
Kings Path Partners LLC2026-03-312026-08-221,138$326,755None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-224,555$367,005None
Forefront Wealth Partners, LLC2026-06-302026-08-2122,216$1,789,952None
Rehmann Capital Advisory Group2026-06-302026-08-2125,952$2,090,981None
CLIFFORD SWAN INVESTMENT COUNSEL LLC2026-06-302026-08-214,979$401,157None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21172,692$13,919,782None
Custos Family Office, LLC2026-03-312026-08-2024,793$7,120,156None
Custos Family Office, LLC2026-06-302026-08-20100,954$8,133,883None
Wilson & Boucher Capital Management, LLC2026-06-302026-08-2060,403$4,866,660None
Kingsview Wealth Management, LLC2026-06-302026-08-20203,335$16,382,685None
Prosperitas Financial LLC2026-06-302026-08-20139,477$11,237,683None
Prosperitas Financial LLC2026-06-302026-08-2080$6,446None
Archer Investment Corp2026-06-302026-08-201,083$87,259None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-201,960$157,917None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-2045,116$3,634,995None
Field & Main Bank2026-06-302026-08-20172$13,858None
Field & Main Bank2026-06-302026-08-20210,647$16,971,829None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-201,177,558$94,875,862None
Sankala Group LLC2026-06-302026-08-193,844$320,397None
Beacon Pointe Advisors, LLC2026-06-302026-08-193,154,240$254,137,133None
Copia Wealth Management2026-06-302026-08-196,600$531,762None
JDM Financial Group LLC2026-06-302026-08-19229,896$13,172,090None
Leo H. Evart, Inc.2026-06-302026-08-19196$15,755None
Leo H. Evart, Inc.2026-06-302026-08-1922,829$1,839,323None
TILIA FIDUCIARY PARTNERS, INC.2026-06-302026-08-196,228$501,820None

90-day public filing window, up to 50 source positions.

Arbor Wealth Management LLC\AZ ↗Arbor Wealth Management LLC\AZ ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗NWM ADVISORS, LLC ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co ↗TUCKER ASSET MANAGEMENT LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.