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Saxon Interests’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Saxon Interests’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 		– Sell
-2,553
Closed -$206K – 249
2026
Q2 		$206K Sell
2,553
-851
-25% -$66K 0.06% 224
2026
Q1 		$244K Sell
3,404
-4
-0.1% -$297 0.08% 205
2025
Q4 		$247K Sell
3,408
-3,812
-53% -$277K 0.09% 185
2025
Q3 		$523K Sell
7,220
-68
-0.9% -$4.88K 0.2% 102
2025
Q2 		$471K Hold
7,288
– – 0.22% 104
2025
Q1 		$471K Buy
7,288
+96
+1% +$6.44K 0.22% 104
2024
Q4 		$475K Buy
7,192
+4
+0.1% +$272 0.21% 107
2024
Q3 		$474K Sell
7,188
-128
-2% -$8.04K 0.22% 103
2024
Q2 		$443K Buy
7,316
+1,056
+17% +$64.2K 0.21% 106
2024
Q1 		$391K Sell
6,260
-352
-5% -$20.8K 0.19% 119
2023
Q4 		$385K Sell
6,612
-95,456
-94% -$5.1M 0.19% 120
2023
Q3 		$5.31M Buy
102,068
+98,112
+2,480% +$5.38M 3.57% 5
2023
Q2 		$218K Buy
3,956
+44
+1% +$2.31K 0.12% 153
2023
Q1 		$206K Sell
3,912
-720
-16% -$38.3K 0.12% 159
2022
Q4 		$241K Sell
4,632
-748
-14% -$38.1K 0.14% 138
2022
Q3 		$268K Buy
5,380
+76
+1% +$3.97K 0.16% 121
2022
Q2 		$261K Buy
5,304
+116
+2% +$6.27K 0.16% 125
2022
Q1 		$308K Hold
5,188
– – 0.16% 109
2021
Q4 		$322K Buy
+5,188
New +$325K 0.18% 92

Other funds holding VO

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Saxon Interests's VO Position: Q3 2026 in Review

Saxon Interests sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2026, closing a stake of 2,553 shares — an estimated $206K sold.

Saxon Interests first reported a position in VO in Q4 2021 and held it in 19 quarters. The position peaked at $5.31M in Q3 2023. 1,751 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Saxon Interests reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Saxon Interests sold 2,553 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $206K.
  • Saxon Interests first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and held it in 19 quarters.
  • Saxon Interests's Vanguard Morningstar Mid-Cap ETF position peaked at $5.31M in Q3 2023.
  • 1,751 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Saxon Interests's 13F filing for Q3 2026, filed 26 Oct 2026.