MSS
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Mitchell Sinkler & Starr’s Vanguard Mid-Cap ETF VO Stock Holding History

Mitchell Sinkler & Starr’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 		$2.02M Buy
25,096
+1,628
+7% +$126K 0.84% 36
2026
Q1 		$1.68M Buy
23,468
+600
+3% +$44.6K 0.78% 39
2025
Q4 		$1.66M Sell
22,868
-1,840
-7% -$134K 0.75% 39
2025
Q3 		$1.81M Sell
24,708
-80
-0.3% -$5.75K 0.82% 38
2025
Q2 		$1.73M Buy
24,788
+4,696
+23% +$308K 0.83% 38
2025
Q1 		$1.3M Buy
20,092
+908
+5% +$60.9K 0.36% 59
2024
Q4 		$1.27M Hold
19,184
– – 0.34% 59
2024
Q3 		$1.27M Buy
19,184
+120
+0.6% +$7.53K 0.32% 65
2024
Q2 		$1.18M Buy
19,064
+20
+0.1% +$1.22K 0.3% 64
2024
Q1 		$1.19M Sell
19,044
-16,664
-47% -$985K 0.3% 69
2023
Q4 		$2.08M Buy
+35,708
New +$1.91M 0.38% 61
2023
Q3 		– Sell
-21,228
Closed -$1.17M – 135
2023
Q2 		$1.17M Sell
21,228
-1,540
-7% -$80.7K 0.33% 60
2023
Q1 		$1.2M Buy
22,768
+10,248
+82% +$545K 0.36% 59
2022
Q4 		$638K Sell
12,520
-2,452
-16% -$125K 0.21% 85
2022
Q3 		$704K Buy
14,972
+1,780
+13% +$93K 0.27% 66
2022
Q2 		$650K Hold
13,192
– – 0.24% 71
2022
Q1 		$784K Buy
13,192
+352
+3% +$20.7K 0.25% 69
2021
Q4 		$818K Buy
12,840
+980
+8% +$61.4K 0.24% 67
2021
Q3 		$702K Buy
11,860
+960
+9% +$58K 0.63% 54
2021
Q2 		$647K Buy
10,900
+3,380
+45% +$196K 0.59% 58
2021
Q1 		$416K Buy
7,520
+540
+8% +$29.3K 0.4% 73
2020
Q4 		$361K Sell
6,980
-1,460
-17% -$70.7K 0.34% 71
2020
Q3 		$372K Buy
8,440
+1,840
+28% +$80.2K 0.38% 70
2020
Q2 		$270K Sell
6,600
-2,320
-26% -$88.9K 0.31% 81
2020
Q1 		$294K Hold
8,920
– – 0.38% 73
2019
Q4 		$397K Hold
8,920
– – 0.42% 66
2019
Q3 		$374K Sell
8,920
-16,000
-64% -$669K 0.48% 62
2019
Q2 		$1.04M Buy
24,920
+1,240
+5% +$50.7K 1.19% 31
2019
Q1 		$952K Hold
23,680
– – 1.1% 36
2018
Q4 		$818K Hold
23,680
– – 1.01% 37
2018
Q3 		$972K Hold
23,680
– – 1.02% 38
2018
Q2 		$933K Hold
23,680
– – 1.03% 38
2018
Q1 		$913K Sell
23,680
-4,660
-16% -$183K 1.04% 38
2017
Q4 		$1.1M Hold
28,340
– – 1.62% 23
2017
Q3 		$1.04M Buy
28,340
+300
+1% +$10.8K 1.63% 24
2017
Q2 		$999K Buy
28,040
+2,800
+11% +$98.9K 1.64% 24
2017
Q1 		$879K Buy
25,240
+4,160
+20% +$143K 1.43% 31
2016
Q4 		$694K Buy
21,080
+800
+4% +$25.9K 0.97% 39
2016
Q3 		$656K Hold
20,280
– – 1.03% 36
2016
Q2 		$627K Buy
20,280
+1,600
+9% +$48.9K 0.85% 41
2016
Q1 		$566K Buy
18,680
+1,280
+7% +$36.2K 0.78% 42
2015
Q4 		$522K Buy
17,400
+4,200
+32% +$128K 0.71% 46
2015
Q3 		$385K Buy
13,200
+1,600
+14% +$49.9K 0.5% 66
2015
Q2 		$370K Buy
11,600
+4,060
+54% +$132K 0.44% 64
2015
Q1 		$250K Buy
+7,540
New +$237K 0.28% 88
2013
Q3 		– Sell
-15,780
Closed -$375K – 136
2013
Q2 		$375K Buy
+15,780
New +$374K 0.08% 131

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Mitchell Sinkler & Starr's VO Position: Q2 2026 in Review

Mitchell Sinkler & Starr increased its Vanguard Mid-Cap ETF (VO) stake by 6.9% in Q2 2026, buying an estimated $126K and bringing the position to 25,096 shares worth $2.02M. The position accounts for 0.84% of the portfolio, ranked #36.

Mitchell Sinkler & Starr first reported a position in VO in Q2 2013 and has held it in 46 quarters since. The position peaked at $2.08M in Q4 2023. 915 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Mitchell Sinkler & Starr held 25,096 shares of Vanguard Mid-Cap ETF worth $2.02M as of Q2 2026.
  • Mitchell Sinkler & Starr bought 1,628 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $126K.
  • Vanguard Mid-Cap ETF made up 0.84% of Mitchell Sinkler & Starr's portfolio in Q2 2026, its #36 holding.
  • Mitchell Sinkler & Starr first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 46 quarters since.
  • Mitchell Sinkler & Starr's Vanguard Mid-Cap ETF position peaked at $2.08M in Q4 2023.
  • 915 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Mitchell Sinkler & Starr's 13F filing for Q2 2026, filed 21 Jul 2026.