Sound Income Strategies’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Sound Income Strategies’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	$1.83M	Buy	22,745 +1,061	+5%	+$82.3K	0.08%	164
2026 Q1	$1.57M	Sell	21,684 -92	-0.4%	-$6.83K	0.08%	154
2025 Q4	$1.64M	Buy	21,776 +7,076	+48%	+$515K	0.08%	154
2025 Q3	$1.08M	Buy	14,700 +68	+0.5%	+$4.88K	0.06%	153
2025 Q2	$1.02M	Sell	14,632 -952	-6%	-$62.5K	0.06%	146
2025 Q1	$1.01M	Buy	15,584 +768	+5%	+$51.5K	0.06%	145
2024 Q4	$978K	Sell	14,816 -552	-4%	-$37.5K	0.06%	139
2024 Q3	$1.01M	Buy	15,368 +1,972	+15%	+$124K	0.07%	135
2024 Q2	$811K	Buy	13,396 +568	+4%	+$34.5K	0.05%	141
2024 Q1	$801K	Buy	12,828 +11,700	+1,037%	+$691K	0.06%	136
2023 Q4	$65.7K	Buy	1,128 +916	+432%	+$48.9K	0.01%	356
2023 Q3	$11K	Sell	212 -232	-52%	-$12.7K	﹤0.01%	562
2023 Q2	$24.4K	Buy	444 +396	+825%	+$20.8K	﹤0.01%	395
2023 Q1	$2.53K	Sell	48 -264	-85%	-$14K	﹤0.01%	803
2022 Q4	$15.9K	Buy	312 +260	+500%	+$13.2K	﹤0.01%	428
2022 Q3	$2K	Buy	52 +4	+8%	+$209	﹤0.01%	745
2022 Q2	$2K	Hold	48	–	–	﹤0.01%	758
2022 Q1	$3K	Sell	48 -36	-43%	-$2.11K	﹤0.01%	695
2021 Q4	$5K	Hold	84	–	–	﹤0.01%	604
2021 Q3	$5K	Hold	84	–	–	﹤0.01%	581
2021 Q2	$5K	Buy	84 +48	+133%	+$2.78K	﹤0.01%	608
2021 Q1	$1.99K	Buy	+36	New	+$1.95K	﹤0.01%	770
2020 Q3	–	Sell	-68	Closed	-$3K	–	946
2020 Q2	$3K	Hold	68	–	–	﹤0.01%	606
2020 Q1	$2K	Hold	68	–	–	﹤0.01%	615
2019 Q4	$3K	Hold	68	–	–	﹤0.01%	544
2019 Q3	$3K	Hold	68	–	–	﹤0.01%	512
2019 Q2	$3K	Hold	68	–	–	﹤0.01%	522
2019 Q1	$3K	Hold	68	–	–	﹤0.01%	517
2018 Q4	$2K	Hold	68	–	–	﹤0.01%	554
2018 Q3	$3K	Hold	68	–	–	﹤0.01%	520
2018 Q2	$3K	Hold	68	–	–	﹤0.01%	481
2018 Q1	$3K	Buy	+68	New	+$2.68K	﹤0.01%	455

Other funds holding VO

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JFG

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Sound Income Strategies's VO Position: Q2 2026 in Review

Sound Income Strategies increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.9% in Q2 2026, buying an estimated $82.3K and bringing the position to 22,745 shares worth $1.83M. The position accounts for 0.08% of the portfolio, ranked #164.

Sound Income Strategies first reported a position in VO in Q1 2018 and has held it in 32 quarters since. 2,105 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Sound Income Strategies held 22,745 shares of Vanguard Morningstar Mid-Cap ETF worth $1.83M as of Q2 2026.
Sound Income Strategies bought 1,061 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $82.3K.
Vanguard Morningstar Mid-Cap ETF made up 0.08% of Sound Income Strategies's portfolio in Q2 2026, its #164 holding.
Sound Income Strategies first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2018 and has held it in 32 quarters since.
2,105 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.