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Sapient Capital’s Vanguard 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

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return