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 Q2	$9.59M	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

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

Sagace Wealth Management's VO Position: Q2 2026 in Review

Sagace Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.13% in Q2 2026, selling an estimated $11.6K and leaving 119,074 shares worth $9.59M. The position accounts for 6.02% of the portfolio, ranked #2.

Sagace Wealth Management first reported a position in VO in Q2 2024 and has held it in 9 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Sagace Wealth Management held 119,074 shares of Vanguard Morningstar Mid-Cap ETF worth $9.59M as of Q2 2026.
Sagace Wealth Management sold 150 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $11.6K.
Vanguard Morningstar Mid-Cap ETF made up 6.02% of Sagace Wealth Management's portfolio in Q2 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 9 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Sagace Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.