SC
VO icon

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

Sierra Capital’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 		$18.2M Sell
225,962
-2,138
-0.9% -$166K 1.76% 15
2026
Q1 		$16.4M Sell
228,100
-2,532
-1% -$188K 1.78% 13
2025
Q4 		$16.7M Buy
230,632
+84
+0% +$6.11K 1.77% 13
2025
Q3 		$16.9M Buy
230,548
+1,912
+0.8% +$137K 1.86% 12
2025
Q2 		$16M Sell
228,636
-4,124
-2% -$271K 1.85% 13
2025
Q1 		$15M Buy
232,760
+8,048
+4% +$540K 1.81% 12
2024
Q4 		$14.8M Sell
224,712
-312
-0.1% -$21.2K 1.76% 15
2024
Q3 		$14.8M Sell
225,024
-4,328
-2% -$272K 1.77% 15
2024
Q2 		$13.9M Sell
229,352
-17,504
-7% -$1.06M 1.85% 15
2024
Q1 		$15.4M Buy
246,856
+232
+0.1% +$13.7K 2.02% 12
2023
Q4 		$14.3M Buy
246,624
+14,404
+6% +$770K 2.1% 9
2023
Q3 		$12.1M Buy
232,220
+144
+0.1% +$7.9K 1.94% 11
2023
Q2 		$12.8M Buy
232,076
+23,776
+11% +$1.25M 2.02% 12
2023
Q1 		$11M Buy
208,300
+58,772
+39% +$3.13M 1.78% 16
2022
Q4 		$7.62M Buy
149,528
+5,532
+4% +$282K 1.3% 21
2022
Q3 		$6.77M Buy
143,996
+5,972
+4% +$312K 1.26% 22
2022
Q2 		$6.8M Buy
138,024
+432
+0.3% +$23.3K 1.23% 23
2022
Q1 		$8.18M Buy
137,592
+1,560
+1% +$91.5K 1.29% 20
2021
Q4 		$8.66M Buy
136,032
+135,872
+84,920% +$8.52M 1.29% 20
2021
Q3 		$10K Buy
+160
New +$9.67K ﹤0.01% 397

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Sierra Capital's VO Position: Q2 2026 in Review

Sierra Capital reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.94% in Q2 2026, selling an estimated $166K and leaving 225,962 shares worth $18.2M. The position accounts for 1.76% of the portfolio, ranked #15.

Sierra Capital first reported a position in VO in Q3 2021 and has held it in 20 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Sierra Capital held 225,962 shares of Vanguard Morningstar Mid-Cap ETF worth $18.2M as of Q2 2026.
  • Sierra Capital sold 2,138 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $166K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.76% of Sierra Capital's portfolio in Q2 2026, its #15 holding.
  • Sierra Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Sierra Capital's 13F filing for Q2 2026, filed 14 Aug 2026.