Sage Rhino Capital’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Sage Rhino Capital’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	$19.5M	Sell	241,513 -35,747	-13%	-$2.77M	3.15%	2
2026 Q1	$19.9M	Sell	277,260 -2,504	-0.9%	-$186K	3.72%	1
2025 Q4	$20.3M	Buy	279,764 +5,964	+2%	+$434K	3.83%	2
2025 Q3	$20.1M	Buy	273,800 +4,220	+2%	+$303K	3.88%	3
2025 Q2	$18.9M	Buy	269,580 +8,436	+3%	+$554K	3.99%	2
2025 Q1	$16.9M	Buy	261,144 +7,632	+3%	+$512K	3.92%	3
2024 Q4	$16.7M	Sell	253,512 -4,864	-2%	-$330K	3.65%	2
2024 Q3	$17M	Buy	258,376 +548	+0.2%	+$34.4K	3.77%	2
2024 Q2	$15.6M	Buy	257,828 +2,064	+0.8%	+$125K	3.73%	2
2024 Q1	$16M	Sell	255,764 -836	-0.3%	-$49.4K	3.77%	2
2023 Q4	$14.9M	Sell	256,600 -1,840	-0.7%	-$98.3K	3.83%	2
2023 Q3	$13.5M	Buy	258,440 +4,056	+2%	+$222K	3.78%	2
2023 Q2	$14M	Buy	254,384 +3,764	+2%	+$197K	3.9%	2
2023 Q1	$13.2M	Sell	250,620 -5,864	-2%	-$312K	3.85%	2
2022 Q4	$13.1M	Buy	256,484 +7,508	+3%	+$382K	4.15%	2
2022 Q3	$11.7M	Buy	248,976 +12,288	+5%	+$642K	4.7%	3
2022 Q2	$11.7M	Buy	236,688 +11,392	+5%	+$616K	4.46%	4
2022 Q1	$13.4M	Buy	225,296 +8,852	+4%	+$519K	4.06%	4
2021 Q4	$13.8M	Sell	216,444 -1,676	-0.8%	-$105K	3.86%	5
2021 Q3	$12.9M	Sell	218,120 -3,396	-2%	-$205K	3.92%	5
2021 Q2	$13.1M	Buy	221,516 +10,796	+5%	+$626K	3.88%	6
2021 Q1	$11.7M	Buy	210,720 +8,812	+4%	+$478K	3.83%	6
2020 Q4	$10.4M	Buy	201,908 +1,044	+0.5%	+$50.5K	4.12%	5
2020 Q3	$8.85M	Buy	200,864 +1,644	+0.8%	+$71.6K	4.28%	4
2020 Q2	$8.16M	Buy	199,220 +836	+0.4%	+$32K	4.31%	4
2020 Q1	$6.53M	Sell	198,384 -3,452	-2%	-$143K	4.69%	4
2019 Q4	$9.05M	Buy	201,836 +660	+0.3%	+$28.3K	5.15%	3
2019 Q3	$8.43M	Buy	201,176 +716	+0.4%	+$29.9K	5.29%	3
2019 Q2	$8.38M	Sell	200,460 -2,032	-1%	-$83.1K	5.38%	3
2019 Q1	$8.14M	Buy	+202,492	New	+$7.79M	5.38%	3

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

Sage Rhino Capital's VO Position: Q2 2026 in Review

Sage Rhino Capital reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 13% in Q2 2026, selling an estimated $2.77M and leaving 241,513 shares worth $19.5M. The position accounts for 3.15% of the portfolio, ranked #2.

Sage Rhino Capital first reported a position in VO in Q1 2019 and has held it in 30 quarters since. The position peaked at $20.3M in Q4 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Sage Rhino Capital held 241,513 shares of Vanguard Morningstar Mid-Cap ETF worth $19.5M as of Q2 2026.
Sage Rhino Capital sold 35,747 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.77M.
Vanguard Morningstar Mid-Cap ETF made up 3.15% of Sage Rhino Capital's portfolio in Q2 2026, its #2 holding.
Sage Rhino Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2019 and has held it in 30 quarters since.
Sage Rhino Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $20.3M in Q4 2025.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Sage Rhino Capital's 13F filing for Q2 2026, filed 3 Aug 2026.