ES
VO icon

Eagle Strategies’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Eagle Strategies’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
Q2 		$35.6M Buy
441,470
+270,866
+159% +$21M 3.53% 5
2026
Q1 		$12.2M Buy
170,604
+118,332
+226% +$8.79M 1.46% 17
2025
Q4 		$3.79M Buy
52,272
+4,004
+8% +$291K 0.48% 51
2025
Q3 		$3.54M Buy
48,268
+37,816
+362% +$2.72M 0.47% 51
2025
Q2 		$731K Sell
10,452
-284
-3% -$18.6K 0.11% 124
2025
Q1 		$694K Sell
10,736
-39,144
-78% -$2.63M 0.12% 119
2024
Q4 		$3.29M Buy
49,880
+39,200
+367% +$2.66M 0.57% 44
2024
Q3 		$704K Sell
10,680
-54,888
-84% -$3.45M 0.13% 113
2024
Q2 		$3.97M Buy
65,568
+7,020
+12% +$427K 0.76% 41
2024
Q1 		$3.66M Buy
58,548
+2,568
+5% +$152K 0.81% 28
2023
Q4 		$3.26M Sell
55,980
-6,456
-10% -$345K 0.7% 40
2023
Q3 		$3.25M Buy
62,436
+1,096
+2% +$60.1K 0.8% 34
2023
Q2 		$3.38M Buy
61,340
+2,388
+4% +$125K 0.82% 30
2023
Q1 		$3.11M Buy
58,952
+3,060
+5% +$163K 0.78% 35
2022
Q4 		$2.85M Sell
55,892
-9,596
-15% -$489K 0.85% 34
2022
Q3 		$3.08M Sell
65,488
-12,320
-16% -$644K 1.61% 20
2022
Q2 		$3.83M Buy
77,808
+9,204
+13% +$497K 1.4% 20
2022
Q1 		$4.08M Buy
68,604
+52,192
+318% +$3.06M 1.59% 17
2021
Q4 		$1.04M Buy
+16,412
New +$1.03M 0.41% 56

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Eagle Strategies's VO Position: Q2 2026 in Review

Eagle Strategies increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 159% in Q2 2026, buying an estimated $21M and bringing the position to 441,470 shares worth $35.6M. The position accounts for 3.53% of the portfolio, ranked #5.

Eagle Strategies first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 1,399 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Eagle Strategies held 441,470 shares of Vanguard Morningstar Mid-Cap ETF worth $35.6M as of Q2 2026.
  • Eagle Strategies bought 270,866 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $21M.
  • Vanguard Morningstar Mid-Cap ETF made up 3.53% of Eagle Strategies's portfolio in Q2 2026, its #5 holding.
  • Eagle Strategies first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,399 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.