Sax Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Sax Wealth Advisors’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	$2.28M	Sell	7,927 -17,341	-69%	-$1.34M	0.09%	139
2026 Q1	$1.83M	Hold	25,268	–	–	0.09%	127
2025 Q4	$1.83M	Sell	25,268 -328	-1%	-$23.9K	0.09%	129
2025 Q3	$1.88M	Buy	25,596 +152	+0.6%	+$10.9K	0.1%	113
2025 Q2	$1.78M	Sell	25,444 -2,148	-8%	-$141K	0.11%	110
2025 Q1	$1.78M	Buy	27,592 +3,748	+16%	+$252K	0.13%	91
2024 Q4	$1.57M	Buy	23,844 +152	+0.6%	+$10.3K	0.12%	83
2024 Q3	$1.56M	Sell	23,692 -280	-1%	-$17.6K	0.14%	69
2024 Q2	$1.45M	Sell	23,972 -1,380	-5%	-$83.9K	0.14%	72
2024 Q1	$1.58M	Buy	25,352 +676	+3%	+$40K	0.19%	54
2023 Q4	$1.44M	Buy	24,676 +256	+1%	+$13.7K	0.23%	58
2023 Q3	$1.27M	Sell	24,420 -1,188	-5%	-$65.2K	0.25%	59
2023 Q2	$1.41M	Buy	25,608 +36	+0.1%	+$1.89K	0.28%	52
2023 Q1	$1.35M	Buy	25,572 +16	+0.1%	+$851	0.29%	51
2022 Q4	$1.3M	Sell	25,556 -7,004	-22%	-$357K	0.3%	51
2022 Q3	$1.53M	Buy	32,560 +20	+0.1%	+$1.04K	0.39%	48
2022 Q2	$1.6M	Buy	32,540 +3,984	+14%	+$215K	0.41%	44
2022 Q1	$1.7M	Sell	28,556 -3,488	-11%	-$205K	0.41%	41
2021 Q4	$2.04M	Buy	32,044 +884	+3%	+$55.4K	0.43%	45
2021 Q3	$1.84M	Hold	31,160	–	–	0.44%	44
2021 Q2	$1.85M	Sell	31,160 -32,896	-51%	-$1.91M	0.63%	41
2021 Q1	$3.54M	Buy	64,056 +34,864	+119%	+$1.89M	1.3%	23
2020 Q4	$1.51M	Buy	+29,192	New	+$1.41M	0.69%	40

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

Sax Wealth Advisors's VO Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 69% in Q2 2026, selling an estimated $1.34M and leaving 7,927 shares worth $2.28M. The position accounts for 0.09% of the portfolio, ranked #139.

Sax Wealth Advisors first reported a position in VO in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.54M in Q1 2021. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Sax Wealth Advisors held 7,927 shares of Vanguard Morningstar Mid-Cap ETF worth $2.28M as of Q2 2026.
Sax Wealth Advisors sold 17,341 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.34M.
Vanguard Morningstar Mid-Cap ETF made up 0.09% of Sax Wealth Advisors's portfolio in Q2 2026, its #139 holding.
Sax Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
Sax Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $3.54M in Q1 2021.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.