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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Vanguard Morningstar Mid-Cap ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Arbor Wealth Management LLC\AZ
Report period
2026-03-31
Available
2026-09-01
Reported shares
28,542
Value (USD)
$8,196,576
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002149091-26-000003
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read VO fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read VO fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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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No records are available for this view.

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.

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