Sageworth Trust Company of South Dakota’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Sageworth Trust Company of South Dakota’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	$217K	Buy	+2,696	New	+$209K	0.13%	59
2025 Q4	–	Sell	-4,320	Closed	-$317K	–	50
2025 Q3	$317K	Hold	4,320	–	–	0.3%	45
2025 Q2	$302K	Hold	4,320	–	–	0.33%	43
2025 Q1	$279K	Hold	4,320	–	–	0.34%	45
2024 Q4	$285K	Hold	4,320	–	–	0.36%	40
2024 Q3	$285K	Hold	4,320	–	–	0.36%	40
2024 Q2	$261K	Hold	4,320	–	–	0.38%	41
2024 Q1	$270K	Hold	4,320	–	–	0.42%	47
2023 Q4	$251K	Hold	4,320	–	–	0.47%	42
2023 Q3	$225K	Hold	4,320	–	–	0.5%	43
2023 Q2	$238K	Hold	4,320	–	–	0.59%	39
2023 Q1	$228K	Hold	4,320	–	–	0.53%	39
2022 Q4	$220K	Buy	4,320 +1,624	+60%	+$82.7K	0.49%	39
2022 Q3	$127K	Buy	2,696 +1,072	+66%	+$56K	0.31%	35
2022 Q2	$80K	Hold	1,624	–	–	0.16%	46
2022 Q1	$97K	Hold	1,624	–	–	0.18%	43
2021 Q4	$103K	Buy	+1,624	New	+$102K	0.16%	59

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

Sageworth Trust Company of South Dakota's VO Position: Q2 2026 in Review

Sageworth Trust Company of South Dakota opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 2,696 shares worth $217K. The stake represents 0.13% of the portfolio and ranks #59 among its holdings. This is a return to the name: Sageworth Trust Company of South Dakota previously reported a position in VO as recently as Q3 2025.

Sageworth Trust Company of South Dakota first reported a position in VO in Q4 2021 and has held it in 17 quarters since. The position peaked at $317K in Q3 2025. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Sageworth Trust Company of South Dakota held 2,696 shares of Vanguard Morningstar Mid-Cap ETF worth $217K as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new Sageworth Trust Company of South Dakota position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.13% of Sageworth Trust Company of South Dakota's portfolio in Q2 2026, its #59 holding.
Sageworth Trust Company of South Dakota first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 17 quarters since.
Sageworth Trust Company of South Dakota's Vanguard Morningstar Mid-Cap ETF position peaked at $317K in Q3 2025.
2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2026, filed 28 Jul 2026.