Sonata Capital Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Sonata Capital Group’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	$832K	Sell	10,328 -2,000	-16%	-$155K	0.27%	64
2026 Q1	$885K	Sell	12,328 -300	-2%	-$22.3K	0.33%	59
2025 Q4	$916K	Hold	12,628	–	–	0.33%	59
2025 Q3	$927K	Buy	12,628 +1,000	+9%	+$71.8K	0.34%	58
2025 Q2	$813K	Hold	11,628	–	–	0.32%	58
2025 Q1	$752K	Sell	11,628 -140	-1%	-$9.39K	0.33%	57
2024 Q4	$777K	Buy	11,768 +2,400	+26%	+$163K	0.32%	55
2024 Q3	$618K	Hold	9,368	–	–	0.26%	61
2024 Q2	$567K	Sell	9,368 -680	-7%	-$41.3K	0.29%	48
2024 Q1	$628K	Hold	10,048	–	–	0.29%	60
2023 Q4	$584K	Hold	10,048	–	–	0.29%	59
2023 Q3	$523K	Buy	10,048 +128	+1%	+$7.02K	0.28%	65
2023 Q2	$546K	Sell	9,920 -2,160	-18%	-$113K	0.28%	65
2023 Q1	$637K	Hold	12,080	–	–	0.34%	54
2022 Q4	$616K	Hold	12,080	–	–	0.34%	53
2022 Q3	$568K	Hold	12,080	–	–	0.31%	61
2022 Q2	$595K	Hold	12,080	–	–	0.31%	60
2022 Q1	$718K	Sell	12,080 -2,000	-14%	-$117K	0.32%	59
2021 Q4	$897K	Hold	14,080	–	–	0.38%	52
2021 Q3	$833K	Sell	14,080 -2,000	-12%	-$121K	0.37%	52
2021 Q2	$954K	Hold	16,080	–	–	0.43%	51
2021 Q1	$890K	Hold	16,080	–	–	0.43%	53
2020 Q4	$831K	Buy	16,080 +740	+5%	+$35.8K	0.41%	59
2020 Q3	$676K	Sell	15,340 -60	-0.4%	-$2.62K	0.39%	61
2020 Q2	$631K	Hold	15,400	–	–	0.4%	60
2020 Q1	$507K	Sell	15,400 -8,000	-34%	-$331K	0.38%	63
2019 Q4	$1.04M	Sell	23,400 -3,800	-14%	-$163K	0.63%	41
2019 Q3	$1.14M	Sell	27,200 -800	-3%	-$33.4K	0.77%	34
2019 Q2	$1.17M	Sell	28,000 -1,700	-6%	-$69.6K	0.81%	31
2019 Q1	$1.19M	Hold	29,700	–	–	0.89%	27
2018 Q4	$1.03M	Hold	29,700	–	–	0.84%	28
2018 Q3	$1.22M	Buy	29,700 +980	+3%	+$40K	0.83%	28
2018 Q2	$1.13M	Sell	28,720 -1,600	-5%	-$62.8K	0.81%	28
2018 Q1	$1.17M	Sell	30,320 -600	-2%	-$23.6K	0.86%	26
2017 Q4	$1.2M	Hold	30,920	–	–	0.86%	26
2017 Q3	$1.14M	Buy	30,920 +1,380	+5%	+$49.8K	0.84%	28
2017 Q2	$1.05M	Hold	29,540	–	–	0.78%	29
2017 Q1	$1.03M	Buy	29,540 +920	+3%	+$31.6K	0.77%	30
2016 Q4	$942K	Buy	28,620 +3,540	+14%	+$115K	0.73%	32
2016 Q3	$812K	Sell	25,080 -9,740	-28%	-$312K	0.66%	37
2016 Q2	$1.08M	Buy	34,820 +500	+1%	+$15.3K	0.92%	27
2016 Q1	$1.04M	Hold	34,320	–	–	0.9%	27
2015 Q4	$1.03M	Buy	34,320 +4,200	+14%	+$128K	0.91%	28
2015 Q3	$879K	Buy	30,120 +600	+2%	+$18.7K	0.82%	29
2015 Q2	$940K	Buy	29,520 +180	+0.6%	+$5.84K	0.81%	29
2015 Q1	$973K	Buy	29,340 +11,460	+64%	+$360K	0.85%	29
2014 Q4	$552K	Buy	+17,880	New	+$539K	0.5%	51

Other funds holding VO

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Sonata Capital Group's VO Position: Q2 2026 in Review

Sonata Capital Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 16% in Q2 2026, selling an estimated $155K and leaving 10,328 shares worth $832K. The position accounts for 0.27% of the portfolio, ranked #64.

Sonata Capital Group first reported a position in VO in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.22M in Q3 2018. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Sonata Capital Group held 10,328 shares of Vanguard Morningstar Mid-Cap ETF worth $832K as of Q2 2026.
Sonata Capital Group sold 2,000 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $155K.
Vanguard Morningstar Mid-Cap ETF made up 0.27% of Sonata Capital Group's portfolio in Q2 2026, its #64 holding.
Sonata Capital Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2014 and has held it in 47 quarters since.
Sonata Capital Group's Vanguard Morningstar Mid-Cap ETF position peaked at $1.22M in Q3 2018.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Sonata Capital Group's 13F filing for Q2 2026, filed 24 Jul 2026.