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Sachetta’s Vanguard Mid-Cap ETF VO Stock Holding History

Sachetta’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 		– Sell
-12,412
Closed -$891K – 1218
2026
Q1 		$891K Sell
12,412
-120
-1% -$8.92K 0.48% 35
2025
Q4 		$909K Sell
12,532
-14,920
-54% -$1.09M 0.5% 36
2025
Q3 		$2.02M Sell
27,452
-384
-1% -$27.6K 0.75% 28
2025
Q2 		$1.95M Buy
27,836
+604
+2% +$39.6K 0.77% 25
2025
Q1 		$1.76M Buy
27,232
+988
+4% +$66.3K 0.72% 28
2024
Q4 		$1.73M Sell
26,244
-284
-1% -$19.3K 0.68% 28
2024
Q3 		$1.75M Buy
26,528
+644
+2% +$40.4K 0.69% 27
2024
Q2 		$1.62M Buy
25,884
+568
+2% +$34.5K 0.7% 21
2024
Q1 		$1.47M Hold
25,316
– – 0.7% 22
2023
Q4 		$1.47M Buy
+25,316
New +$1.35M 0.7% 22

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
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
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

Sachetta's VO Position: Q2 2026 in Review

Sachetta sold out of Vanguard Mid-Cap ETF (VO) in Q2 2026, closing a stake of 12,412 shares — an estimated $891K sold.

Sachetta first reported a position in VO in Q4 2023 and held it in 10 quarters. The position peaked at $2.02M in Q3 2025. 556 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Sachetta reported no remaining Vanguard Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Sachetta sold 12,412 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $891K.
  • Sachetta first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and held it in 10 quarters.
  • Sachetta's Vanguard Mid-Cap ETF position peaked at $2.02M in Q3 2025.
  • 556 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.