SN
VO icon

Sittner & Nelson’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Sittner & Nelson’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 		$267K Hold
3,320
– – 0.08% 153
2026
Q1 		$238K Hold
3,320
– – 0.09% 152
2025
Q4 		$250K Buy
3,320
+4
+0.1% +$291 0.09% 146
2025
Q3 		$244K Hold
3,316
– – 0.09% 130
2025
Q2 		$232K Buy
3,316
+148
+5% +$9.71K 0.09% 131
2025
Q1 		$205K Buy
3,168
+228
+8% +$15.3K 0.09% 138
2024
Q4 		$194K Hold
2,940
– – 0.08% 131
2024
Q3 		$194K Hold
2,940
– – 0.09% 135
2024
Q2 		$178K Sell
2,940
-12
-0.4% -$729 0.09% 121
2024
Q1 		$184K Hold
2,952
– – 0.09% 123
2023
Q4 		$172K Buy
2,952
+28
+1% +$1.5K 0.09% 122
2023
Q3 		$152K Hold
2,924
– – 0.09% 129
2023
Q2 		$161K Buy
2,924
+92
+3% +$4.82K 0.09% 124
2023
Q1 		$149K Buy
2,832
+576
+26% +$30.6K 0.09% 136
2022
Q4 		$115K Buy
2,256
+600
+36% +$30.6K 0.07% 152
2022
Q3 		$78K Hold
1,656
– – 0.05% 173
2022
Q2 		$82K Hold
1,656
– – 0.05% 168
2022
Q1 		$98K Sell
1,656
-1,200
-42% -$70.4K 0.06% 149
2021
Q4 		$182K Buy
2,856
+1,096
+62% +$68.7K 0.11% 110
2021
Q3 		$104K Buy
1,760
+1,300
+283% +$78.6K 0.07% 134
2021
Q2 		$27K Hold
460
– – 0.02% 224
2021
Q1 		$25K Hold
460
– – 0.02% 223
2020
Q4 		$24K Buy
+460
New +$22.3K 0.02% 213

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Sittner & Nelson's VO Position: Q2 2026 in Review

Sittner & Nelson held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 3,320 shares worth $267K. The position accounts for 0.08% of the portfolio, ranked #153.

Sittner & Nelson first reported a position in VO in Q4 2020 and has held it in 23 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Sittner & Nelson held 3,320 shares of Vanguard Morningstar Mid-Cap ETF worth $267K as of Q2 2026.
  • Sittner & Nelson left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.08% of Sittner & Nelson's portfolio in Q2 2026, its #153 holding.
  • Sittner & Nelson first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.