S.A. Mason’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

S.A. Mason’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	$7.58M	Buy	94,023 +7,251	+8%	+$562K	2.33%	8
2026 Q1	$6.23M	Buy	86,772 +6,148	+8%	+$457K	2.34%	6
2025 Q4	$5.85M	Buy	80,624 +72	+0.1%	+$5.24K	2.31%	8
2025 Q3	$5.92M	Buy	80,552 +1,220	+2%	+$87.6K	2.61%	6
2025 Q2	$5.55M	Buy	79,332 +228	+0.3%	+$15K	2.69%	6
2025 Q1	$5.11M	Buy	79,104 +5,944	+8%	+$399K	2.7%	5
2024 Q4	$4.83M	Sell	73,160 -164	-0.2%	-$11.1K	2.54%	7
2024 Q3	$4.84M	Buy	73,324 +412	+0.6%	+$25.9K	2.56%	7
2024 Q2	$4.41M	Buy	72,912 +5,260	+8%	+$320K	2.51%	7
2024 Q1	$4.23M	Buy	67,652 +264	+0.4%	+$15.6K	2.54%	6
2023 Q4	$3.92M	Sell	67,388 -580	-0.9%	-$31K	2.63%	7
2023 Q3	$3.54M	Buy	67,968 +5,472	+9%	+$300K	2.55%	7
2023 Q2	$3.3M	Hold	62,496	–	–	2.39%	7
2023 Q1	$3.3M	Sell	62,496 -6,916	-10%	-$368K	2.39%	7
2022 Q4	$3.54M	Sell	69,412 -3,996	-5%	-$204K	2.66%	5
2022 Q3	$3.45M	Buy	73,408 +1,056	+1%	+$55.2K	2.73%	5
2022 Q2	$3.56M	Sell	72,352 -236	-0.3%	-$12.8K	2.6%	5
2022 Q1	$4.32M	Buy	72,588 +160	+0.2%	+$9.39K	2.69%	6
2021 Q4	$4.61M	Buy	72,428 +400	+0.6%	+$25.1K	2.78%	5
2021 Q3	$4.26M	Buy	72,028 +7,592	+12%	+$459K	2.81%	6
2021 Q2	$3.82M	Buy	64,436 +24	+0%	+$1.39K	2.63%	6
2021 Q1	$3.56M	Buy	64,412 +6,332	+11%	+$344K	2.66%	6
2020 Q4	$3M	Buy	58,080 +5,252	+10%	+$254K	2.5%	6
2020 Q3	$2.33M	Buy	52,828 +2,388	+5%	+$104K	2.21%	6
2020 Q2	$2.07M	Sell	50,440 -4,540	-8%	-$174K	2.18%	7
2020 Q1	$1.81M	Sell	54,980 -172	-0.3%	-$7.12K	2.2%	6
2019 Q4	$2.46M	Buy	+55,152	New	+$2.37M	2.34%	5

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

S.A. Mason's VO Position: Q2 2026 in Review

S.A. Mason increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8.4% in Q2 2026, buying an estimated $562K and bringing the position to 94,023 shares worth $7.58M. The position accounts for 2.33% of the portfolio, ranked #8.

S.A. Mason first reported a position in VO in Q4 2019 and has held it in 27 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

S.A. Mason held 94,023 shares of Vanguard Morningstar Mid-Cap ETF worth $7.58M as of Q2 2026.
S.A. Mason bought 7,251 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $562K.
Vanguard Morningstar Mid-Cap ETF made up 2.33% of S.A. Mason's portfolio in Q2 2026, its #8 holding.
S.A. Mason first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.