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Safeguard Investment Advisory Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Safeguard Investment Advisory Group’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 		$208K Sell
2,579
-253
-9% -$19.6K 0.05% 168
2026
Q1 		$204K Sell
2,832
-388
-12% -$28.8K 0.06% 136
2025
Q4 		$234K Sell
3,220
-828
-20% -$60.2K 0.06% 118
2025
Q3 		$297K Sell
4,048
-176
-4% -$12.6K 0.07% 105
2025
Q2 		$295K Buy
4,224
+4
+0.1% +$263 0.07% 104
2025
Q1 		$273K Buy
4,220
+912
+28% +$61.2K 0.07% 105
2024
Q4 		$218K Buy
3,308
+72
+2% +$4.89K 0.06% 103
2024
Q3 		$213K Buy
+3,236
New +$203K 0.06% 107
2024
Q2 		– Sell
-4,616
Closed -$288K – 117
2024
Q1 		$288K Sell
4,616
-92
-2% -$5.44K 0.1% 76
2023
Q4 		$274K Buy
4,708
+76
+2% +$4.06K 0.1% 75
2023
Q3 		$241K Sell
4,632
-36
-0.8% -$1.97K 0.1% 80
2023
Q2 		$257K Sell
4,668
-4
-0.1% -$210 0.11% 81
2023
Q1 		$246K Sell
4,672
-968
-17% -$51.5K 0.12% 81
2022
Q4 		$287K Buy
5,640
+64
+1% +$3.26K 0.18% 74
2022
Q3 		$262K Sell
5,576
-64
-1% -$3.35K 0.18% 75
2022
Q2 		$335K Hold
5,640
– – 0.21% 69
2022
Q1 		$335K Sell
5,640
-452
-7% -$26.5K 0.23% 61
2021
Q4 		$388K Buy
6,092
+20
+0.3% +$1.25K 0.23% 61
2021
Q3 		$359K Buy
6,072
+12
+0.2% +$725 0.23% 61
2021
Q2 		$359K Buy
6,060
+16
+0.3% +$927 0.26% 61
2021
Q1 		$334K Buy
6,044
+12
+0.2% +$651 0.3% 56
2020
Q4 		$312K Buy
+6,032
New +$292K 0.28% 57

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Safeguard Investment Advisory Group's VO Position: Q2 2026 in Review

Safeguard Investment Advisory Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8.9% in Q2 2026, selling an estimated $19.6K and leaving 2,579 shares worth $208K. The position accounts for 0.05% of the portfolio, ranked #168.

Safeguard Investment Advisory Group first reported a position in VO in Q4 2020 and has held it in 22 quarters since. The position peaked at $388K in Q4 2021. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Safeguard Investment Advisory Group held 2,579 shares of Vanguard Morningstar Mid-Cap ETF worth $208K as of Q2 2026.
  • Safeguard Investment Advisory Group sold 253 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $19.6K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.05% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #168 holding.
  • Safeguard Investment Advisory Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Safeguard Investment Advisory Group's Vanguard Morningstar Mid-Cap ETF position peaked at $388K in Q4 2021.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.