Sand Hill Global Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Sand Hill Global 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	$2.66M	Sell	33,026 -2,774	-8%	-$215K	0.08%	104
2026 Q1	$2.57M	Buy	35,800 +1,812	+5%	+$135K	0.09%	96
2025 Q4	$2.47M	Sell	33,988 -48	-0.1%	-$3.49K	0.09%	95
2025 Q3	$2.5M	Sell	34,036 -3,100	-8%	-$223K	0.09%	98
2025 Q2	$2.6M	Buy	37,136 +10,128	+38%	+$665K	0.1%	95
2025 Q1	$1.75M	Buy	27,008 +9,040	+50%	+$607K	0.07%	101
2024 Q4	$1.19M	Sell	17,968 -110,516	-86%	-$7.5M	0.05%	109
2024 Q3	$8.47M	Sell	128,484 -56	-0%	-$3.52K	0.36%	47
2024 Q2	$7.78M	Sell	128,540 -1,288	-1%	-$78.3K	0.35%	46
2024 Q1	$8.11M	Sell	129,828 -876	-0.7%	-$51.8K	0.38%	45
2023 Q4	$7.6M	Buy	130,704 +6,392	+5%	+$342K	0.37%	48
2023 Q3	$6.47M	Hold	124,312	–	–	0.36%	44
2023 Q2	$6.84M	Sell	124,312 -616	-0.5%	-$32.3K	0.34%	49
2023 Q1	$6.59M	Sell	124,928 -3,796	-3%	-$202K	0.35%	48
2022 Q4	$6.56M	Buy	128,724 +4,620	+4%	+$235K	0.37%	50
2022 Q3	$5.83M	Buy	124,104 +4,120	+3%	+$215K	0.37%	45
2022 Q2	$5.91M	Buy	119,984 +8,064	+7%	+$436K	0.34%	53
2022 Q1	$6.66M	Buy	111,920 +1,404	+1%	+$82.4K	0.37%	47
2021 Q4	$7.04M	Hold	110,516	–	–	0.39%	46
2021 Q3	$6.54M	Hold	110,516	–	–	0.4%	42
2021 Q2	$6.56M	Hold	110,516	–	–	0.4%	42
2021 Q1	$6.12M	Hold	110,516	–	–	0.4%	41
2020 Q4	$5.71M	Hold	110,516	–	–	0.38%	42
2020 Q3	$4.87M	Hold	110,516	–	–	0.37%	41
2020 Q2	$4.53M	Sell	110,516 -56,484	-34%	-$2.16M	0.36%	44
2020 Q1	$5.5M	Hold	167,000	–	–	0.52%	29
2019 Q4	$7.44M	Hold	167,000	–	–	0.67%	24
2019 Q3	$7M	Buy	+167,000	New	+$6.98M	0.66%	22
2014 Q4	–	Sell	-6,836	Closed	-$200K	–	85
2014 Q3	$200K	Buy	+6,836	New	+$203K	0.03%	76

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

Sand Hill Global Advisors's VO Position: Q2 2026 in Review

Sand Hill Global Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 7.7% in Q2 2026, selling an estimated $215K and leaving 33,026 shares worth $2.66M. The position accounts for 0.08% of the portfolio, ranked #104.

Sand Hill Global Advisors first reported a position in VO in Q3 2014 and has held it in 29 quarters since. The position peaked at $8.47M in Q3 2024. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Sand Hill Global Advisors held 33,026 shares of Vanguard Morningstar Mid-Cap ETF worth $2.66M as of Q2 2026.
Sand Hill Global Advisors sold 2,774 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $215K.
Vanguard Morningstar Mid-Cap ETF made up 0.08% of Sand Hill Global Advisors's portfolio in Q2 2026, its #104 holding.
Sand Hill Global Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2014 and has held it in 29 quarters since.
Sand Hill Global Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $8.47M in Q3 2024.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.