Sagace Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Sagace Wealth Management’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 Q3	$9.11M	Sell	116,138 -2,936	-2%	-$239K	5.6%	2
2026 Q2	$9.6M	Sell	119,074 -150	-0.1%	-$11.6K	6.02%	2
2026 Q1	$8.56M	Sell	119,224 -240	-0.2%	-$17.8K	5.74%	2
2025 Q4	$8.67M	Sell	119,464 -720	-0.6%	-$52.4K	5.88%	2
2025 Q3	$8.83M	Buy	120,184 +1,504	+1%	+$108K	6%	2
2025 Q2	$8.3M	Sell	118,680 -17,504	-13%	-$1.15M	6.21%	2
2025 Q1	$8.8M	Buy	136,184 +568	+0.4%	+$38.1K	6.65%	2
2024 Q4	$8.96M	Buy	135,616 +77,332	+133%	+$5.25M	6.69%	2
2024 Q3	$3.92M	Buy	58,284 +11,500	+25%	+$722K	3.02%	12
2024 Q2	$2.93M	Buy	+46,784	New	+$2.84M	2.87%	12

Other funds holding VO

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Sagace Wealth Management's VO Position: Q3 2026 in Review

Sagace Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.5% in Q3 2026, selling an estimated $239K and leaving 116,138 shares worth $9.11M. The position accounts for 5.6% of the portfolio, ranked #2.

Sagace Wealth Management first reported a position in VO in Q2 2024 and has held it in 10 quarters since. The position peaked at $9.6M in Q2 2026. 1,250 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Sagace Wealth Management held 116,138 shares of Vanguard Morningstar Mid-Cap ETF worth $9.11M as of Q3 2026.
Sagace Wealth Management sold 2,936 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $239K.
Vanguard Morningstar Mid-Cap ETF made up 5.6% of Sagace Wealth Management's portfolio in Q3 2026, its #2 holding.
Sagace Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 10 quarters since.
Sagace Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $9.6M in Q2 2026.
1,250 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Sagace Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.