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Seek First’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Seek First’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 		$1.16M Sell
14,336
-532
-4% -$41.2K 0.73% 27
2026
Q1 		$1.07M Buy
14,868
+56
+0.4% +$4.16K 0.75% 27
2025
Q4 		$1.07M Buy
14,812
+72
+0.5% +$5.24K 0.74% 27
2025
Q3 		$1.08M Buy
14,740
+56
+0.4% +$4.02K 0.78% 24
2025
Q2 		$1.03M Buy
14,684
+196
+1% +$12.9K 0.83% 22
2025
Q1 		$937K Buy
+14,488
New +$972K 0.83% 22

Other funds holding VO

JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Seek First's VO Position: Q2 2026 in Review

Seek First reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.6% in Q2 2026, selling an estimated $41.2K and leaving 14,336 shares worth $1.16M. The position accounts for 0.73% of the portfolio, ranked #27.

Seek First first reported a position in VO in Q1 2025 and has held it in 6 quarters since. 1,312 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Seek First held 14,336 shares of Vanguard Morningstar Mid-Cap ETF worth $1.16M as of Q2 2026.
  • Seek First sold 532 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $41.2K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.73% of Seek First's portfolio in Q2 2026, its #27 holding.
  • Seek First first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,312 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Seek First's 13F filing for Q2 2026, filed 28 Jul 2026.