Sierra Capital’s Vanguard 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 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

Wells Fargo San Francisco, California $501B 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return