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Signature Estate & Investment Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Signature Estate & Investment 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 		$4.56M Sell
56,626
-1,006
-2% -$78K 0.08% 110
2026
Q1 		$4.14M Sell
57,632
-1,372
-2% -$102K 0.08% 113
2025
Q4 		$4.28M Sell
59,004
-860
-1% -$62.6K 0.09% 106
2025
Q3 		$4.4M Buy
59,864
+3,848
+7% +$276K 0.09% 97
2025
Q2 		$3.92M Sell
56,016
-612
-1% -$40.2K 0.09% 104
2025
Q1 		$3.66M Sell
56,628
-1,560
-3% -$105K 0.1% 103
2024
Q4 		$3.84M Buy
58,188
+2,316
+4% +$157K 0.1% 84
2024
Q3 		$3.69M Buy
55,872
+472
+0.9% +$29.6K 0.09% 83
2024
Q2 		$3.35M Buy
+55,400
New +$3.37M 0.08% 93
2020
Q1 		– Sell
-12,432
Closed -$554K – 163
2019
Q4 		$554K Sell
12,432
-36
-0.3% -$1.55K 0.03% 109
2019
Q3 		$523K Sell
12,468
-284
-2% -$11.9K 0.03% 110
2019
Q2 		$532K Buy
12,752
+16
+0.1% +$655 0.04% 112
2019
Q1 		$512K Sell
12,736
-132
-1% -$5.08K 0.03% 116
2018
Q4 		$445K Sell
12,868
-2,312
-15% -$86.8K 0.04% 117
2018
Q3 		$623K Buy
15,180
+4,296
+39% +$175K 0.06% 97
2018
Q2 		$429K Sell
10,884
-37,292
-77% -$1.46M 0.04% 113
2018
Q1 		$1.86M Sell
48,176
-820
-2% -$32.3K 0.19% 64
2017
Q4 		$1.9M Buy
48,996
+2,460
+5% +$92.9K 0.19% 69
2017
Q3 		$1.71M Buy
46,536
+1,340
+3% +$48.3K 0.19% 66
2017
Q2 		$1.61M Sell
45,196
-564
-1% -$19.9K 0.19% 60
2017
Q1 		$1.59M Sell
45,760
-252
-0.5% -$8.66K 0.2% 58
2016
Q4 		$1.51M Sell
46,012
-8,732
-16% -$283K 0.21% 59
2016
Q3 		$1.77M Sell
54,744
-3,096
-5% -$99.3K 0.26% 53
2016
Q2 		$1.79M Sell
57,840
-5,248
-8% -$160K 0.29% 53
2016
Q1 		$1.91M Buy
63,088
+1,628
+3% +$46K 0.31% 49
2015
Q4 		$1.84M Buy
61,460
+5,824
+10% +$178K 0.32% 53
2015
Q3 		$1.62M Buy
55,636
+4,336
+8% +$135K 0.34% 49
2015
Q2 		$1.63M Buy
51,300
+3,680
+8% +$119K 0.37% 50
2015
Q1 		$1.58M Buy
47,620
+2,776
+6% +$87.3K 0.42% 46
2014
Q4 		$1.39M Buy
44,844
+3,700
+9% +$112K 0.46% 46
2014
Q3 		$1.21M Buy
41,144
+3,684
+10% +$109K 0.43% 43
2014
Q2 		$1.11M Sell
37,460
-1,976
-5% -$56.4K 0.39% 42
2014
Q1 		$1.12M Buy
39,436
+6,924
+21% +$192K 0.44% 41
2013
Q4 		$894K Buy
32,512
+2,068
+7% +$55.1K 0.44% 39
2013
Q3 		$780K Buy
30,444
+6,192
+26% +$155K 0.45% 36
2013
Q2 		$577K Buy
+24,252
New +$575K 0.42% 34

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Signature Estate & Investment Advisors's VO Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.7% in Q2 2026, selling an estimated $78K and leaving 56,626 shares worth $4.56M. The position accounts for 0.08% of the portfolio, ranked #110.

Signature Estate & Investment Advisors first reported a position in VO in Q2 2013 and has held it in 36 quarters since. 1,776 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Signature Estate & Investment Advisors held 56,626 shares of Vanguard Morningstar Mid-Cap ETF worth $4.56M as of Q2 2026.
  • Signature Estate & Investment Advisors sold 1,006 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $78K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.08% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #110 holding.
  • Signature Estate & Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 36 quarters since.
  • 1,776 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.