SJS Investment Consulting’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

SJS Investment Consulting’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	$62.8K	Hold	780	–	–	0.01%	357
2026 Q1	$56K	Buy	780 +396	+103%	+$29.4K	0.01%	337
2025 Q4	$27.9K	Sell	384 -72	-16%	-$5.24K	﹤0.01%	536
2025 Q3	$33.5K	Buy	456 +68	+18%	+$4.88K	﹤0.01%	435
2025 Q2	$27.1K	Buy	388 +136	+54%	+$8.93K	﹤0.01%	244
2025 Q1	$16.3K	Hold	252	–	–	﹤0.01%	309
2024 Q4	$16.6K	Hold	252	–	–	﹤0.01%	297
2024 Q3	$16.6K	Hold	252	–	–	﹤0.01%	308
2024 Q2	$15.3K	Hold	252	–	–	﹤0.01%	297
2024 Q1	$15.7K	Hold	252	–	–	﹤0.01%	310
2023 Q4	$14.7K	Sell	252 -508	-67%	-$27.1K	﹤0.01%	264
2023 Q3	$39.6K	Buy	760 +508	+202%	+$27.9K	0.01%	177
2023 Q2	$13.9K	Buy	252 +52	+26%	+$2.73K	﹤0.01%	253
2023 Q1	$10.5K	Buy	+200	New	+$10.6K	﹤0.01%	285
2022 Q4	–	Sell	-600	Closed	-$28K	–	1713
2022 Q3	$28K	Buy	+600	New	+$31.4K	0.01%	205
2022 Q1	$36K	Hold	600	–	–	0.01%	214
2021 Q4	$38K	Buy	+600	New	+$37.6K	0.01%	195

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

SJS Investment Consulting's VO Position: Q2 2026 in Review

SJS Investment Consulting held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 780 shares worth $62.8K. The position accounts for 0.01% of the portfolio, ranked #357.

SJS Investment Consulting first reported a position in VO in Q4 2021 and has held it in 17 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

SJS Investment Consulting held 780 shares of Vanguard Morningstar Mid-Cap ETF worth $62.8K as of Q2 2026.
SJS Investment Consulting left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #357 holding.
SJS Investment Consulting first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 17 quarters since.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.