Sanctuary Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Sanctuary Advisors’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	$68.3M	Buy	848,107 +80,723	+11%	+$6.26M	0.32%	63
2026 Q1	$55.1M	Buy	767,384 +13,976	+2%	+$1.04M	0.3%	63
2025 Q4	$54.7M	Buy	753,408 +39,920	+6%	+$2.9M	0.3%	63
2025 Q3	$52.4M	Buy	713,488 +67,124	+10%	+$4.82M	0.3%	59
2025 Q2	$45.2M	Sell	646,364 -53,532	-8%	-$3.51M	0.28%	66
2025 Q1	$45.3M	Buy	699,896 +25,000	+4%	+$1.68M	0.32%	62
2024 Q4	$46.9M	Buy	674,896 +28,300	+4%	+$1.92M	0.3%	65
2024 Q3	$45.6M	Buy	646,596 +21,608	+3%	+$1.36M	0.29%	63
2024 Q2	$37.6M	Buy	+624,988	New	+$38M	0.27%	69

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

Sanctuary Advisors's VO Position: Q2 2026 in Review

Sanctuary Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 11% in Q2 2026, buying an estimated $6.26M and bringing the position to 848,107 shares worth $68.3M. The position accounts for 0.32% of the portfolio, ranked #63.

Sanctuary Advisors first reported a position in VO in Q2 2024 and has held it in 9 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Sanctuary Advisors held 848,107 shares of Vanguard Morningstar Mid-Cap ETF worth $68.3M as of Q2 2026.
Sanctuary Advisors bought 80,723 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $6.26M.
Vanguard Morningstar Mid-Cap ETF made up 0.32% of Sanctuary Advisors's portfolio in Q2 2026, its #63 holding.
Sanctuary Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.