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Sentry LLC’s Vanguard Mid-Cap ETF VO Stock Holding History

Sentry LLC’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
Q1 		– Sell
-3,400
Closed -$247K – 128
2025
Q4 		$247K Hold
3,400
– – 0.07% 112
2025
Q3 		$250K Hold
3,400
– – 0.06% 115
2025
Q2 		$238K Hold
3,400
– – 0.05% 117
2025
Q1 		$220K Hold
3,400
– – 0.04% 122
2024
Q4 		$225K Hold
3,400
– – 0.04% 113
2024
Q3 		$224K Hold
3,400
– – 0.04% 122
2024
Q2 		$206K Hold
3,400
– – 0.04% 119
2024
Q1 		$212K Buy
+3,400
New +$201K 0.04% 118
2023
Q3 		– Sell
-3,680
Closed -$203K – 124
2023
Q2 		$203K Buy
+3,680
New +$193K 0.04% 120

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Sentry LLC's VO Position: Q1 2026 in Review

Sentry LLC sold out of Vanguard Mid-Cap ETF (VO) in Q1 2026, closing a stake of 3,400 shares — an estimated $247K sold.

Sentry LLC first reported a position in VO in Q2 2023 and held it in 9 quarters. The position peaked at $250K in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Sentry LLC reported no remaining Vanguard Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Sentry LLC sold 3,400 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $247K.
  • Sentry LLC first reported a position in Vanguard Mid-Cap ETF in Q2 2023 and held it in 9 quarters.
  • Sentry LLC's Vanguard Mid-Cap ETF position peaked at $250K in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Sentry LLC's 13F filing for Q1 2026, filed 23 Apr 2026.