Sightline Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Sightline Wealth 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	$661K	Buy	8,199 +1,167	+17%	+$90.5K	0.24%	49
2026 Q1	$505K	Buy	7,032 +12	+0.2%	+$892	0.21%	54
2025 Q4	$509K	Sell	7,020 -1,140	-14%	-$82.9K	0.22%	59
2025 Q3	$599K	Sell	8,160 -1,256	-13%	-$90.2K	0.27%	49
2025 Q2	$659K	Sell	9,416 -984	-9%	-$64.6K	0.32%	46
2025 Q1	$672K	Sell	10,400 -1,268	-11%	-$85.1K	0.35%	44
2024 Q4	$771K	Sell	11,668 -5,064	-30%	-$344K	0.42%	40
2024 Q3	$1.1M	Sell	16,732 -3,428	-17%	-$215K	0.61%	34
2024 Q2	$1.22M	Sell	20,160 -2,620	-12%	-$159K	0.76%	28
2024 Q1	$1.42M	Sell	22,780 -10,160	-31%	-$600K	0.94%	25
2023 Q4	$1.92M	Sell	32,940 -1,872	-5%	-$100K	1.46%	16
2023 Q3	$1.81M	Sell	34,812 -20,848	-37%	-$1.14M	1.69%	15
2023 Q2	$2.93M	Buy	55,660 +4,532	+9%	+$238K	2.92%	9
2023 Q1	$2.7M	Sell	51,128 -2,000	-4%	-$106K	2.75%	9
2022 Q4	$2.71M	Buy	53,128 +428	+0.8%	+$21.8K	2.92%	9
2022 Q3	$2.55M	Sell	52,700 -1,024	-2%	-$53.5K	3%	9
2022 Q2	$2.63M	Sell	53,724 -4,116	-7%	-$222K	2.57%	11
2022 Q1	$3.44M	Sell	57,840 -1,204	-2%	-$70.6K	2.86%	10
2021 Q4	$3.77M	Buy	59,044 +412	+0.7%	+$25.8K	3.37%	7
2021 Q3	$3.47M	Buy	58,632 +2,976	+5%	+$180K	2.89%	10
2021 Q2	$3.3M	Sell	55,656 -8,240	-13%	-$478K	2.73%	12
2021 Q1	$3.55M	Buy	63,896 +180	+0.3%	+$9.77K	3.28%	9
2020 Q4	$3.29M	Buy	+63,716	New	+$3.09M	3.25%	10

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

Sightline Wealth Advisors's VO Position: Q2 2026 in Review

Sightline Wealth Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 17% in Q2 2026, buying an estimated $90.5K and bringing the position to 8,199 shares worth $661K. The position accounts for 0.24% of the portfolio, ranked #49.

Sightline Wealth Advisors first reported a position in VO in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.77M in Q4 2021. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Sightline Wealth Advisors held 8,199 shares of Vanguard Morningstar Mid-Cap ETF worth $661K as of Q2 2026.
Sightline Wealth Advisors bought 1,167 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $90.5K.
Vanguard Morningstar Mid-Cap ETF made up 0.24% of Sightline Wealth Advisors's portfolio in Q2 2026, its #49 holding.
Sightline Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
Sightline Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $3.77M in Q4 2021.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.