Sawgrass Asset Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Sawgrass Asset Management’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 Q1	$3.5M	Sell	48,760 -67,020	-58%	-$4.98M	0.53%	48
2025 Q4	$8.4M	Buy	115,780 +5,600	+5%	+$407K	1.05%	31
2025 Q3	$8.09M	Buy	110,180 +5,652	+5%	+$406K	1%	37
2025 Q2	$7.31M	Sell	104,528 -304	-0.3%	-$20K	0.83%	45
2025 Q1	$6.78M	Sell	104,832 -1,000	-0.9%	-$67.1K	0.83%	43
2024 Q4	$6.99M	Buy	105,832 +2,600	+3%	+$177K	0.77%	45
2024 Q3	$6.81M	Sell	103,232 -9,316	-8%	-$585K	0.71%	49
2024 Q2	$6.81M	Sell	112,548 -2,012	-2%	-$122K	0.74%	49
2024 Q1	$7.16M	Hold	114,560	–	–	0.78%	47
2023 Q4	$6.66M	Buy	114,560 +5,800	+5%	+$310K	0.75%	52
2023 Q3	$5.66M	Buy	108,760 +58,000	+114%	+$3.18M	0.69%	48
2023 Q2	$2.79M	Sell	50,760 -840	-2%	-$44K	0.34%	56
2023 Q1	$2.72M	Hold	51,600	–	–	0.35%	51
2022 Q4	$2.63M	Hold	51,600	–	–	0.36%	50
2022 Q3	$2.42M	Hold	51,600	–	–	0.35%	53
2022 Q2	$2.54M	Sell	51,600 -1,600	-3%	-$86.4K	0.33%	53
2022 Q1	$3.16M	Buy	+53,200	New	+$3.12M	0.33%	55
2021 Q4	–	Sell	-53,200	Closed	-$3.15M	–	313
2021 Q3	$3.15M	Hold	53,200	–	–	0.32%	58
2021 Q2	$3.16M	Sell	53,200 -8,520	-14%	-$494K	0.27%	59
2021 Q1	$3.42M	Hold	61,720	–	–	0.27%	58
2020 Q4	$3.19M	Hold	61,720	–	–	0.24%	57
2020 Q3	$2.72M	Hold	61,720	–	–	0.22%	58
2020 Q2	$2.53M	Hold	61,720	–	–	0.19%	57
2020 Q1	$2.03M	Hold	61,720	–	–	0.18%	59
2019 Q4	$2.75M	Sell	61,720 -3,440	-5%	-$148K	0.21%	55
2019 Q3	$2.73M	Hold	65,160	–	–	0.21%	57
2019 Q2	$2.72M	Sell	65,160 -3,400	-5%	-$139K	0.12%	59
2019 Q1	$2.75M	Sell	68,560 -2,040	-3%	-$78.5K	0.12%	58
2018 Q4	$2.44M	Hold	70,600	–	–	0.12%	59
2018 Q3	$2.9M	Sell	70,600 -3,200	-4%	-$131K	0.12%	63
2018 Q2	$2.91M	Hold	73,800	–	–	0.13%	71
2018 Q1	$2.85M	Hold	73,800	–	–	0.14%	64
2017 Q4	$2.86M	Hold	73,800	–	–	0.13%	59
2017 Q3	$2.71M	Hold	73,800	–	–	0.13%	60
2017 Q2	$2.63M	Hold	73,800	–	–	0.12%	57
2017 Q1	$2.57M	Hold	73,800	–	–	0.12%	58
2016 Q4	$2.43M	Hold	73,800	–	–	0.11%	60
2016 Q3	$2.39M	Hold	73,800	–	–	0.11%	60
2016 Q2	$2.28M	Sell	73,800 -4,080	-5%	-$125K	0.11%	59
2016 Q1	$2.36M	Hold	77,880	–	–	0.11%	60
2015 Q4	$2.34M	Hold	77,880	–	–	0.11%	60
2015 Q3	$2.27M	Hold	77,880	–	–	0.11%	56
2015 Q2	$2.48M	Hold	77,880	–	–	0.11%	52
2015 Q1	$2.58M	Hold	77,880	–	–	0.12%	52
2014 Q4	$2.41M	Hold	77,880	–	–	0.11%	57
2014 Q3	$2.28M	Hold	77,880	–	–	0.13%	54
2014 Q2	$2.31M	Hold	77,880	–	–	0.14%	52
2014 Q1	$2.21M	Hold	77,880	–	–	0.13%	52
2013 Q4	$2.14M	Hold	77,880	–	–	0.13%	52
2013 Q3	$2M	Hold	77,880	–	–	0.14%	54
2013 Q2	$1.85M	Buy	+77,880	New	+$1.85M	0.13%	59

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Sawgrass Asset Management's VO Position: Q1 2026 in Review

Sawgrass Asset Management reduced its Vanguard Mid-Cap ETF (VO) stake by 58% in Q1 2026, selling an estimated $4.98M and leaving 48,760 shares worth $3.5M. The position accounts for 0.53% of the portfolio, ranked #48.

Sawgrass Asset Management first reported a position in VO in Q2 2013 and has held it in 51 quarters since. The position peaked at $8.4M in Q4 2025. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Sawgrass Asset Management held 48,760 shares of Vanguard Mid-Cap ETF worth $3.5M as of Q1 2026.
Sawgrass Asset Management sold 67,020 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $4.98M.
Vanguard Mid-Cap ETF made up 0.53% of Sawgrass Asset Management's portfolio in Q1 2026, its #48 holding.
Sawgrass Asset Management first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 51 quarters since.
Sawgrass Asset Management's Vanguard Mid-Cap ETF position peaked at $8.4M in Q4 2025.
2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Sawgrass Asset Management's 13F filing for Q1 2026, filed 1 May 2026.