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Sather Financial Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Sather Financial Group’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 		$218K Buy
+2,706
New +$210K 0.01% 113
2025
Q4 		– Sell
-2,828
Closed -$208K – 114
2025
Q3 		$208K Buy
+2,828
New +$203K 0.01% 102

Other funds holding VO

JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Sather Financial Group's VO Position: Q2 2026 in Review

Sather Financial Group opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 2,706 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #113 among its holdings. This is a return to the name: Sather Financial Group previously reported a position in VO as recently as Q3 2025.

Sather Financial Group first reported a position in VO in Q3 2025 and has held it in 2 quarters since. 1,322 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Sather Financial Group held 2,706 shares of Vanguard Morningstar Mid-Cap ETF worth $218K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF was a new Sather Financial Group position in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of Sather Financial Group's portfolio in Q2 2026, its #113 holding.
  • Sather Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2025 and has held it in 2 quarters since.
  • 1,322 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Sather Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.