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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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Saxon Interests's VO Position: Q2 2026 in Review

Saxon Interests reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 25% in Q2 2026, selling an estimated $66K and leaving 2,553 shares worth $206K. The position accounts for 0.06% of the portfolio, ranked #224.

Saxon Interests first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.31M in Q3 2023. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Saxon Interests held 2,553 shares of Vanguard Morningstar Mid-Cap ETF worth $206K as of Q2 2026.
  • Saxon Interests sold 851 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $66K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.06% of Saxon Interests's portfolio in Q2 2026, its #224 holding.
  • Saxon Interests first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Saxon Interests's Vanguard Morningstar Mid-Cap ETF position peaked at $5.31M in Q3 2023.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.