Sigma Investment Counselors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Sigma Investment Counselors’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	$522K	Buy	6,475 +275	+4%	+$21.3K	0.03%	133
2026 Q1	$445K	Sell	6,200 -168	-3%	-$12.5K	0.02%	132
2025 Q4	$462K	Hold	6,368	–	–	0.02%	138
2025 Q3	$467K	Hold	6,368	–	–	0.02%	136
2025 Q2	$445K	Buy	6,368 +108	+2%	+$7.09K	0.02%	137
2025 Q1	$405K	Sell	6,260 -7,616	-55%	-$511K	0.02%	135
2024 Q4	$916K	Hold	13,876	–	–	0.05%	109
2024 Q3	$915K	Hold	13,876	–	–	0.05%	104
2024 Q2	$840K	Sell	13,876 -200	-1%	-$12.2K	0.05%	107
2024 Q1	$879K	Buy	14,076 +460	+3%	+$27.2K	0.06%	106
2023 Q4	$792K	Sell	13,616 -76	-0.6%	-$4.06K	0.06%	109
2023 Q3	$713K	Buy	13,692 +4	+0%	+$219	0.05%	111
2023 Q2	$753K	Sell	13,688 -80	-0.6%	-$4.19K	0.06%	109
2023 Q1	$726K	Buy	13,768 +24	+0.2%	+$1.28K	0.06%	109
2022 Q4	$700K	Sell	13,744 -7,296	-35%	-$372K	0.06%	108
2022 Q3	$989K	Buy	21,040 +536	+3%	+$28K	0.08%	94
2022 Q2	$1.01M	Buy	20,504 +28	+0.1%	+$1.51K	0.08%	92
2022 Q1	$1.22M	Hold	20,476	–	–	0.09%	93
2021 Q4	$1.3M	Hold	20,476	–	–	0.09%	92
2021 Q3	$1.21M	Buy	20,476 +8	+0%	+$483	0.09%	93
2021 Q2	$1.22M	Hold	20,468	–	–	0.09%	91
2021 Q1	$1.13M	Sell	20,468 -12	-0.1%	-$651	0.09%	93
2020 Q4	$1.06M	Buy	20,480 +1,400	+7%	+$67.8K	0.09%	91
2020 Q3	$841K	Sell	19,080 -40	-0.2%	-$1.74K	0.16%	78
2020 Q2	$783K	Buy	19,120 +40	+0.2%	+$1.53K	0.08%	91
2020 Q1	$628K	Buy	19,080 +6,856	+56%	+$284K	0.08%	92
2019 Q4	$545K	Sell	12,224 -48	-0.4%	-$2.06K	0.06%	97
2019 Q3	$514K	Hold	12,272	–	–	0.06%	97
2019 Q2	$513K	Sell	12,272 -200	-2%	-$8.18K	0.06%	101
2019 Q1	$501K	Sell	12,472 -160	-1%	-$6.15K	0.06%	97
2018 Q4	$436K	Hold	12,632	–	–	0.06%	101
2018 Q3	$519K	Hold	12,632	–	–	0.06%	92
2018 Q2	$498K	Sell	12,632 -216	-2%	-$8.48K	0.07%	90
2018 Q1	$495K	Buy	12,848 +316	+3%	+$12.4K	0.07%	89
2017 Q4	$485K	Hold	12,532	–	–	0.07%	87
2017 Q3	$461K	Hold	12,532	–	–	0.07%	92
2017 Q2	$446K	Buy	12,532 +416	+3%	+$14.7K	0.07%	91
2017 Q1	$422K	Sell	12,116 -3,040	-20%	-$104K	0.07%	94
2016 Q4	$499K	Buy	15,156 +2,580	+21%	+$83.5K	0.08%	86
2016 Q3	$407K	Buy	12,576 +416	+3%	+$13.3K	0.07%	90
2016 Q2	$376K	Hold	12,160	–	–	0.06%	95
2016 Q1	$369K	Sell	12,160 -1,140	-9%	-$32.2K	0.07%	92
2015 Q4	$399K	Buy	13,300 +1,640	+14%	+$50K	0.07%	90
2015 Q3	$340K	Buy	11,660 +860	+8%	+$26.8K	0.07%	89
2015 Q2	$344K	Sell	10,800 -320	-3%	-$10.4K	0.06%	92
2015 Q1	$369K	Sell	11,120 -160	-1%	-$5.03K	0.07%	89
2014 Q4	$348K	Hold	11,280	–	–	0.07%	96
2014 Q3	$331K	Hold	11,280	–	–	0.06%	97
2014 Q2	$335K	Hold	11,280	–	–	0.07%	91
2014 Q1	$320K	Hold	11,280	–	–	0.06%	91
2013 Q4	$310K	Sell	11,280 -240	-2%	-$6.39K	0.07%	89
2013 Q3	$295K	Sell	11,520 -240	-2%	-$6.02K	0.07%	91
2013 Q2	$280K	Buy	+11,760	New	+$279K	0.07%	86

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

Sigma Investment Counselors's VO Position: Q2 2026 in Review

Sigma Investment Counselors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.4% in Q2 2026, buying an estimated $21.3K and bringing the position to 6,475 shares worth $522K. The position accounts for 0.03% of the portfolio, ranked #133.

Sigma Investment Counselors first reported a position in VO in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.3M in Q4 2021. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Sigma Investment Counselors held 6,475 shares of Vanguard Morningstar Mid-Cap ETF worth $522K as of Q2 2026.
Sigma Investment Counselors bought 275 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $21.3K.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Sigma Investment Counselors's portfolio in Q2 2026, its #133 holding.
Sigma Investment Counselors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
Sigma Investment Counselors's Vanguard Morningstar Mid-Cap ETF position peaked at $1.3M in Q4 2021.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.