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Sara-Bay Financial’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Sara-Bay Financial’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 		$751K Buy
9,318
+406
+5% +$31.5K 0.2% 43
2026
Q1 		$640K Buy
8,912
+308
+4% +$22.9K 0.19% 39
2025
Q4 		$630K Buy
8,604
+1,012
+13% +$73.6K 0.19% 43
2025
Q3 		$557K Buy
7,592
+488
+7% +$35K 0.16% 50
2025
Q2 		$497K Sell
7,104
-504
-7% -$33.1K 0.18% 46
2025
Q1 		$489K Buy
7,608
+500
+7% +$33.6K 0.22% 51
2024
Q4 		$470K Buy
7,108
+184
+3% +$12.5K 0.17% 58
2024
Q3 		$457K Sell
6,924
-1,544
-18% -$96.9K 0.17% 61
2024
Q2 		$513K Buy
8,468
+2,596
+44% +$158K 0.21% 59
2024
Q1 		$364K Buy
5,872
+444
+8% +$26.2K 0.16% 68
2023
Q4 		$316K Buy
5,428
+960
+21% +$51.3K 0.15% 67
2023
Q3 		$233K Buy
4,468
+600
+16% +$32.9K 0.12% 68
2023
Q2 		$213K Buy
+3,868
New +$203K 0.1% 75
2022
Q1 		– Sell
-3,404
Closed -$217K – 85
2021
Q4 		$217K Buy
3,404
+20
+0.6% +$1.25K 0.07% 78
2021
Q3 		$200K Buy
+3,384
New +$204K 0.08% 75
2020
Q3 		– Sell
-5,656
Closed -$232K – 79
2020
Q2 		$232K Buy
+5,656
New +$217K 0.13% 70

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

Sara-Bay Financial's VO Position: Q2 2026 in Review

Sara-Bay Financial increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.6% in Q2 2026, buying an estimated $31.5K and bringing the position to 9,318 shares worth $751K. The position accounts for 0.2% of the portfolio, ranked #43.

Sara-Bay Financial first reported a position in VO in Q2 2020 and has held it in 16 quarters since. 2,482 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Sara-Bay Financial held 9,318 shares of Vanguard Morningstar Mid-Cap ETF worth $751K as of Q2 2026.
  • Sara-Bay Financial bought 406 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $31.5K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.2% of Sara-Bay Financial's portfolio in Q2 2026, its #43 holding.
  • Sara-Bay Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2020 and has held it in 16 quarters since.
  • 2,482 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Sara-Bay Financial's 13F filing for Q2 2026, filed 17 Jul 2026.