SigFig Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

SigFig Wealth Management’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	$202M	Buy	2,511,036 +49,404	+2%	+$3.83M	5.36%	7
2026 Q1	$177M	Buy	2,461,632 +251,800	+11%	+$18.7M	5.18%	7
2025 Q4	$160M	Buy	2,209,832 +54,324	+3%	+$3.95M	4.78%	7
2025 Q3	$158M	Buy	2,155,508 +1,456,264	+208%	+$105M	4.88%	7
2025 Q2	$48.8M	Buy	699,244 +169,408	+32%	+$11.1M	1.61%	15
2025 Q1	$34.1M	Buy	529,836 +120,236	+29%	+$8.07M	1.23%	16
2024 Q4	$27M	Buy	409,600 +90,704	+28%	+$6.16M	0.98%	19
2024 Q3	$21M	Buy	318,896 +300,532	+1,637%	+$18.9M	0.76%	23
2024 Q2	$1.11M	Buy	18,364 +488	+3%	+$29.7K	0.04%	90
2024 Q1	$1.12M	Buy	17,876 +1,020	+6%	+$60.3K	0.04%	96
2023 Q4	$980K	Sell	16,856 -792	-4%	-$42.3K	0.04%	94
2023 Q3	$919K	Buy	17,648 +676	+4%	+$37.1K	0.04%	92
2023 Q2	$925K	Buy	16,972 +144	+0.9%	+$7.55K	0.04%	91
2023 Q1	$887K	Buy	16,828 +956	+6%	+$50.9K	0.05%	82
2022 Q4	$809K	Buy	15,872 +488	+3%	+$24.9K	0.04%	86
2022 Q3	$729K	Buy	15,384 +820	+6%	+$42.9K	0.04%	82
2022 Q2	$717K	Sell	14,564 -3,736	-20%	-$202K	0.04%	82
2022 Q1	$1.09M	Buy	18,300 +300	+2%	+$17.6K	0.05%	72
2021 Q4	$1.15M	Buy	18,000 +728	+4%	+$45.6K	0.05%	66
2021 Q3	$1.02M	Sell	17,272 -9,932	-37%	-$600K	0.05%	68
2021 Q2	$1.61M	Buy	27,204 +2,496	+10%	+$145K	0.09%	55
2021 Q1	$1.37M	Buy	24,708 +1,368	+6%	+$74.2K	0.08%	54
2020 Q4	$1.21M	Buy	23,340 +1,004	+4%	+$48.6K	0.09%	50
2020 Q3	$978K	Buy	22,336 +1,588	+8%	+$69.2K	0.09%	46
2020 Q2	$850K	Sell	20,748 -1,240	-6%	-$47.5K	0.09%	45
2020 Q1	$724K	Buy	21,988 +1,232	+6%	+$51K	0.1%	39
2019 Q4	$925K	Sell	20,756 -768	-4%	-$33K	0.11%	35
2019 Q3	$902K	Buy	21,524 +2,808	+15%	+$117K	0.13%	35
2019 Q2	$782K	Buy	18,716 +2,232	+14%	+$91.3K	0.12%	39
2019 Q1	$662K	Buy	16,484 +3,028	+23%	+$116K	0.12%	41
2018 Q4	$460K	Buy	+13,456	New	+$505K	0.1%	43

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

SigFig Wealth Management's VO Position: Q2 2026 in Review

SigFig Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2% in Q2 2026, buying an estimated $3.83M and bringing the position to 2,511,036 shares worth $202M. The position accounts for 5.36% of the portfolio, ranked #7.

SigFig Wealth Management first reported a position in VO in Q4 2018 and has held it in 31 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

SigFig Wealth Management held 2,511,036 shares of Vanguard Morningstar Mid-Cap ETF worth $202M as of Q2 2026.
SigFig Wealth Management bought 49,404 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $3.83M.
Vanguard Morningstar Mid-Cap ETF made up 5.36% of SigFig Wealth Management's portfolio in Q2 2026, its #7 holding.
SigFig Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on SigFig Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.