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Sellwood Investment Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Sellwood Investment Partners’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 		$136K Sell
1,693
-263
-13% -$20.4K 0.05% 42
2026
Q1 		$140K Hold
1,956
– – 0.06% 39
2025
Q4 		$142K Sell
1,956
-13,848
-88% -$1.01M 0.06% 37
2025
Q3 		$1.16M Buy
15,804
+14,012
+782% +$1.01M 0.46% 27
2025
Q2 		$125K Buy
+1,792
New +$118K 0.06% 35

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 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

Sellwood Investment Partners's VO Position: Q2 2026 in Review

Sellwood Investment Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 13% in Q2 2026, selling an estimated $20.4K and leaving 1,693 shares worth $136K. The position accounts for 0.05% of the portfolio, ranked #42.

Sellwood Investment Partners first reported a position in VO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.16M in Q3 2025. 1,432 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Sellwood Investment Partners held 1,693 shares of Vanguard Morningstar Mid-Cap ETF worth $136K as of Q2 2026.
  • Sellwood Investment Partners sold 263 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $20.4K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.05% of Sellwood Investment Partners's portfolio in Q2 2026, its #42 holding.
  • Sellwood Investment Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • Sellwood Investment Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $1.16M in Q3 2025.
  • 1,432 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.