Sagace Wealth Management’s Vanguard 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 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Sagace Wealth Management's VO Position: Q1 2026 in Review

Sagace Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 0.2% in Q1 2026, selling an estimated $17.8K and leaving 119,224 shares worth $8.56M. The position accounts for 5.74% of the portfolio, ranked #2.

Sagace Wealth Management first reported a position in VO in Q2 2024 and has held it in 8 quarters since. The position peaked at $8.96M in Q4 2024. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Sagace Wealth Management held 119,224 shares of Vanguard Mid-Cap ETF worth $8.56M as of Q1 2026.
Sagace Wealth Management sold 240 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $17.8K.
Vanguard Mid-Cap ETF made up 5.74% of Sagace Wealth Management's portfolio in Q1 2026, its #2 holding.
Sagace Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q2 2024 and has held it in 8 quarters since.
Sagace Wealth Management's Vanguard Mid-Cap ETF position peaked at $8.96M in Q4 2024.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Sagace Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.