Sawyer & Company’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Sawyer & Company’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	$79.8K	Buy	990 +2	+0.2%	+$155	0.03%	115
2026 Q1	$70.9K	Buy	988 +4	+0.4%	+$297	0.03%	113
2025 Q4	$71.3K	Buy	984 +40	+4%	+$2.91K	0.03%	114
2025 Q3	$66K	Sell	944 -3,016	-76%	-$217K	0.02%	116
2025 Q2	$79.8K	Buy	3,960 +3,016	+319%	+$198K	0.03%	115
2025 Q1	$61K	Buy	944 +4	+0.4%	+$268	0.02%	116
2024 Q4	$62K	Buy	940 +48	+5%	+$3.26K	0.02%	118
2024 Q3	$59K	Buy	892 +4	+0.5%	+$251	0.02%	119
2024 Q2	$54K	Hold	888	–	–	0.02%	120
2024 Q1	$55.3K	Buy	888 +340	+62%	+$20.1K	0.02%	122
2023 Q4	$32K	Buy	548 +4	+0.7%	+$214	0.01%	133
2023 Q3	$28K	Buy	+544	New	+$29.8K	0.01%	140

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Sawyer & Company's VO Position: Q2 2026 in Review

Sawyer & Company increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.2% in Q2 2026, buying an estimated $155 and bringing the position to 990 shares worth $79.8K. The position accounts for 0.03% of the portfolio, ranked #115.

Sawyer & Company first reported a position in VO in Q3 2023 and has held it in 12 quarters since. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Sawyer & Company held 990 shares of Vanguard Morningstar Mid-Cap ETF worth $79.8K as of Q2 2026.
Sawyer & Company bought 2 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $155.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Sawyer & Company's portfolio in Q2 2026, its #115 holding.
Sawyer & Company first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Sawyer & Company's 13F filing for Q2 2026, filed 23 Jul 2026.