Sebold Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Sebold Capital 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
2025 Q2	$12.3M	Buy	175,504 +2,412	+1%	+$158K	7.56%	2
2025 Q1	$11.2M	Buy	173,092 +13,136	+8%	+$882K	7.36%	2
2024 Q4	$10.6M	Sell	159,956 -592	-0.4%	-$40.2K	7.08%	2
2024 Q3	$10.6M	Sell	160,548 -4,656	-3%	-$292K	6.98%	3
2024 Q2	$10M	Sell	165,204 -1,936	-1%	-$118K	6.91%	3
2024 Q1	$10.4M	Buy	167,140 +7,620	+5%	+$450K	7.05%	2
2023 Q4	$9.28M	Buy	159,520 +15,104	+10%	+$807K	6.85%	2
2023 Q3	$7.52M	Buy	144,416 +26,772	+23%	+$1.47M	6.14%	2
2023 Q2	$6.48M	Buy	117,644 +3,012	+3%	+$158K	5.16%	3
2023 Q1	$6.04M	Buy	114,632 +6,808	+6%	+$362K	4.77%	3
2022 Q4	$5.49M	Buy	+107,824	New	+$5.49M	4.51%	4

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sebold Capital Management's VO Position: Q2 2025 in Review

Sebold Capital Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.4% in Q2 2025, buying an estimated $158K and bringing the position to 175,504 shares worth $12.3M. The position accounts for 7.56% of the portfolio, ranked #2.

Sebold Capital Management first reported a position in VO in Q4 2022 and has held it in 11 quarters since. 2,169 funds tracked by Wall St. Rank hold VO as of Q2 2025.

Sebold Capital Management held 175,504 shares of Vanguard Morningstar Mid-Cap ETF worth $12.3M as of Q2 2025.
Sebold Capital Management bought 2,412 Vanguard Morningstar Mid-Cap ETF shares in Q2 2025, an estimated $158K.
Vanguard Morningstar Mid-Cap ETF made up 7.56% of Sebold Capital Management's portfolio in Q2 2025, its #2 holding.
Sebold Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 11 quarters since.
2,169 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2025.

Based on Sebold Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.