Sentinel Pension Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Sentinel Pension Advisors’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	$2.15M	Sell	26,739 -33	-0.1%	-$2.56K	0.28%	42
2026 Q1	$1.92M	Sell	26,772 -152	-0.6%	-$11.3K	0.28%	39
2025 Q4	$1.95M	Buy	26,924 +344	+1%	+$25K	0.3%	39
2025 Q3	$1.95M	Sell	26,580 -2,608	-9%	-$187K	0.31%	38
2025 Q2	$2.04M	Sell	29,188 -64	-0.2%	-$4.2K	0.34%	39
2025 Q1	$1.89M	Sell	29,252 -1,400	-5%	-$94K	0.35%	40
2024 Q4	$2.02M	Sell	30,652 -716	-2%	-$48.6K	0.38%	40
2024 Q3	$2.07M	Sell	31,368 -1,176	-4%	-$73.8K	0.4%	38
2024 Q2	$1.97M	Buy	32,544 +1,488	+5%	+$90.4K	0.41%	37
2024 Q1	$1.94M	Sell	31,056 -4,964	-14%	-$293K	0.41%	36
2023 Q4	$2.09M	Sell	36,020 -10,028	-22%	-$536K	0.5%	32
2023 Q3	$2.4M	Buy	46,048 +328	+0.7%	+$18K	0.58%	28
2023 Q2	$2.52M	Sell	45,720 -140	-0.3%	-$7.34K	0.61%	28
2023 Q1	$2.37M	Sell	45,860 -516	-1%	-$27.5K	0.6%	28
2022 Q4	$2.36M	Sell	46,376 -6,740	-13%	-$343K	0.74%	26
2022 Q3	$2.5M	Buy	53,116 +4,980	+10%	+$260K	0.87%	25
2022 Q2	$2.37M	Sell	48,136 -1,356	-3%	-$73.3K	0.8%	25
2022 Q1	$2.94M	Sell	49,492 -2,052	-4%	-$120K	1%	22
2021 Q4	$3.28M	Buy	51,544 +240	+0.5%	+$15K	1.03%	19
2021 Q3	$3.04M	Sell	51,304 -1,940	-4%	-$117K	1.03%	18
2021 Q2	$3.16M	Sell	53,244 -136,764	-72%	-$7.93M	1.11%	17
2021 Q1	$2.03M	Buy	190,008 +132,420	+230%	+$7.19M	0.74%	27
2020 Q4	$2.98M	Sell	57,588 -8,248	-13%	-$399K	1.09%	22
2020 Q3	$2.9M	Sell	65,836 -2,304	-3%	-$100K	1.12%	21
2020 Q2	$2.79M	Sell	68,140 -9,956	-13%	-$381K	1.17%	19
2020 Q1	$2.57M	Buy	78,096 +62,052	+387%	+$2.57M	1.25%	17
2019 Q4	$715K	Buy	+16,044	New	+$689K	0.46%	31

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Sentinel Pension Advisors's VO Position: Q2 2026 in Review

Sentinel Pension Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.12% in Q2 2026, selling an estimated $2.56K and leaving 26,739 shares worth $2.15M. The position accounts for 0.28% of the portfolio, ranked #42.

Sentinel Pension Advisors first reported a position in VO in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.28M in Q4 2021. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Sentinel Pension Advisors held 26,739 shares of Vanguard Morningstar Mid-Cap ETF worth $2.15M as of Q2 2026.
Sentinel Pension Advisors sold 33 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.56K.
Vanguard Morningstar Mid-Cap ETF made up 0.28% of Sentinel Pension Advisors's portfolio in Q2 2026, its #42 holding.
Sentinel Pension Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
Sentinel Pension Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $3.28M in Q4 2021.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.