Savant Capital
VO icon

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

Savant 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 		$57.9M Buy
737,800
+257,666
+54% +$21M 0.17% 92
2026
Q2 		$46.9M Buy
480,134
+322,410
+204% +$25M 0.14% 108
2026
Q1 		$11.3M Buy
157,724
+2,892
+2% +$215K 0.05% 173
2025
Q4 		$11.2M Buy
154,832
+4,880
+3% +$355K 0.06% 158
2025
Q3 		$11M Buy
149,952
+3,548
+2% +$255K 0.07% 154
2025
Q2 		$10.2M Sell
146,404
-604
-0.4% -$39.6K 0.07% 150
2025
Q1 		$9.5M Sell
147,008
-8,704
-6% -$584K 0.08% 145
2024
Q4 		$10.3M Sell
155,712
-26,508
-15% -$1.8M 0.08% 154
2024
Q3 		$12M Buy
182,220
+60,696
+50% +$3.81M 0.1% 134
2024
Q2 		$7.36M Buy
121,524
+10,596
+10% +$644K 0.07% 162
2024
Q1 		$6.93M Sell
110,928
-5,932
-5% -$351K 0.08% 157
2023
Q4 		$6.8M Sell
116,860
-20,168
-15% -$1.08M 0.09% 154
2023
Q3 		$7.13M Sell
137,028
-26,356
-16% -$1.45M 0.11% 138
2023
Q2 		$8.99M Sell
163,384
-2,436
-1% -$128K 0.14% 116
2023
Q1 		$8.74M Buy
165,820
+48,580
+41% +$2.58M 0.16% 96
2022
Q4 		$5.9M Buy
117,240
+87,168
+290% +$4.44M 0.14% 83
2022
Q3 		$1.41M Sell
30,072
-20,080
-40% -$1.05M 0.04% 195
2022
Q2 		$2.47M Buy
50,152
+11,200
+29% +$605K 0.07% 127
2022
Q1 		$2.32M Buy
38,952
+656
+2% +$38.5K 0.08% 137
2021
Q4 		$2.44M Buy
38,296
+808
+2% +$50.6K 0.08% 133
2021
Q3 		$2.22M Buy
37,488
+2,104
+6% +$127K 0.08% 133
2021
Q2 		$2.1M Buy
35,384
+1,832
+5% +$106K 0.08% 133
2021
Q1 		$1.86M Buy
33,552
+7,796
+30% +$423K 0.1% 132
2020
Q4 		$1.33M Buy
+25,756
New +$1.25M 0.08% 158
2020
Q2 		– Sell
-11,056
Closed -$364K – 422
2020
Q1 		$364K Buy
+11,056
New +$458K 0.03% 263

Other funds holding VO

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Savant Capital's VO Position: Q3 2026 in Review

Savant Capital increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 54% in Q3 2026, buying an estimated $21M and bringing the position to 737,800 shares worth $57.9M. The position accounts for 0.17% of the portfolio, ranked #92.

Savant Capital first reported a position in VO in Q1 2020 and has held it in 25 quarters since. 2,059 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Savant Capital held 737,800 shares of Vanguard Morningstar Mid-Cap ETF worth $57.9M as of Q3 2026.
  • Savant Capital bought 257,666 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $21M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.17% of Savant Capital's portfolio in Q3 2026, its #92 holding.
  • Savant Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • 2,059 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.