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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
Q3 		$16.3M Buy
207,932
+64,065
+45% +$5.21M 0.22% 55
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

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sapient Capital's VO Position: Q3 2026 in Review

Sapient Capital increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 45% in Q3 2026, buying an estimated $5.21M and bringing the position to 207,932 shares worth $16.3M. The position accounts for 0.22% of the portfolio, ranked #55.

Sapient Capital first reported a position in VO in Q4 2023 and has held it in 12 quarters since. 325 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Sapient Capital held 207,932 shares of Vanguard Morningstar Mid-Cap ETF worth $16.3M as of Q3 2026.
  • Sapient Capital bought 64,065 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $5.21M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.22% of Sapient Capital's portfolio in Q3 2026, its #55 holding.
  • Sapient Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • 325 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.