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

Sapient 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	$11.6M	Buy	143,867 +21,803	+18%	+$1.69M	0.15%	79
2026 Q1	$8.76M	Buy	122,064 +21,428	+21%	+$1.59M	0.13%	91
2025 Q4	$7.37M	Buy	100,636 +75,180	+295%	+$5.47M	0.1%	99
2025 Q3	$1.87M	Buy	25,456 +56	+0.2%	+$4.02K	0.03%	151
2025 Q2	$1.78M	Buy	25,400 +1,500	+6%	+$98.5K	0.03%	148
2025 Q1	$1.55M	Sell	23,900 -8,072	-25%	-$542K	0.03%	165
2024 Q4	$2.11M	Buy	31,972 +21,360	+201%	+$1.45M	0.04%	137
2024 Q3	$700K	Buy	10,612 +380	+4%	+$23.9K	0.01%	224
2024 Q2	$622K	Sell	10,232 -2,604	-20%	-$158K	0.01%	215
2024 Q1	$802K	Buy	12,836 +5,892	+85%	+$348K	0.02%	201
2023 Q4	$404K	Buy	+6,944	New	+$371K	0.01%	243

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

Sapient Capital's VO Position: Q2 2026 in Review

Sapient Capital increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 18% in Q2 2026, buying an estimated $1.69M and bringing the position to 143,867 shares worth $11.6M. The position accounts for 0.15% of the portfolio, ranked #79.

Sapient Capital first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Sapient Capital held 143,867 shares of Vanguard Morningstar Mid-Cap ETF worth $11.6M as of Q2 2026.
Sapient Capital bought 21,803 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.69M.
Vanguard Morningstar Mid-Cap ETF made up 0.15% of Sapient Capital's portfolio in Q2 2026, its #79 holding.
Sapient Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.