Sachetta’s Vanguard Morningstar 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

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

Sachetta's VO Position: Q2 2026 in Review

Sachetta sold out of Vanguard Morningstar 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. 2,480 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Sachetta reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Sachetta sold 12,412 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $891K.
Sachetta first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and held it in 10 quarters.
Sachetta's Vanguard Morningstar Mid-Cap ETF position peaked at $2.02M in Q3 2025.
2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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