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

Sandy Cove 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 		$21.9M Buy
272,085
+26,249
+11% +$2.03M 5.48% 5
2026
Q1 		$17.6M Sell
245,836
-36
-0% -$2.67K 5.28% 5
2025
Q4 		$17.8M Buy
245,872
+48,684
+25% +$3.54M 5.28% 4
2025
Q3 		$14.5M Buy
197,188
+6,328
+3% +$454K 4.63% 5
2025
Q2 		$13.4M Buy
190,860
+7,968
+4% +$523K 4.82% 4
2025
Q1 		$11.8M Buy
182,892
+1,888
+1% +$127K 4.75% 6
2024
Q4 		$12M Sell
181,004
-308
-0.2% -$20.9K 4.69% 5
2024
Q3 		$12M Buy
181,312
+9,092
+5% +$571K 4.88% 5
2024
Q2 		$10.4M Buy
172,220
+380
+0.2% +$23.1K 4.64% 5
2024
Q1 		$10.7M Buy
171,840
+5,416
+3% +$320K 4.95% 3
2023
Q4 		$9.68M Buy
166,424
+20,920
+14% +$1.12M 4.96% 3
2023
Q3 		$7.57M Sell
145,504
-29,448
-17% -$1.61M 4.39% 6
2023
Q2 		$9.63M Buy
174,952
+22,680
+15% +$1.19M 5.48% 3
2023
Q1 		$8.03M Sell
152,272
-38,948
-20% -$2.07M 5.82% 4
2022
Q4 		$9.74M Sell
191,220
-4,652
-2% -$237K 7.85% 2
2022
Q3 		$9.21M Buy
195,872
+17,380
+10% +$908K 8.28% 3
2022
Q2 		$8.79M Buy
178,492
+19,364
+12% +$1.05M 7.98% 3
2022
Q1 		$9.46M Buy
159,128
+21,060
+15% +$1.24M 7.86% 2
2021
Q4 		$8.79M Buy
+138,068
New +$8.65M 7.4% 3

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Sandy Cove Advisors's VO Position: Q2 2026 in Review

Sandy Cove Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 11% in Q2 2026, buying an estimated $2.03M and bringing the position to 272,085 shares worth $21.9M. The position accounts for 5.48% of the portfolio, ranked #5.

Sandy Cove Advisors first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Sandy Cove Advisors held 272,085 shares of Vanguard Morningstar Mid-Cap ETF worth $21.9M as of Q2 2026.
  • Sandy Cove Advisors bought 26,249 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.03M.
  • Vanguard Morningstar Mid-Cap ETF made up 5.48% of Sandy Cove Advisors's portfolio in Q2 2026, its #5 holding.
  • Sandy Cove Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.