Sound Stewardship’s Vanguard Mid-Cap ETF VO Stock Holding History

Sound Stewardship’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	$282K	Buy	3,499 +211	+6%	+$16.4K	0.12%	60
2026 Q1	$236K	Buy	3,288 +4	+0.1%	+$297	0.11%	58
2025 Q4	$238K	Buy	3,284 +4	+0.1%	+$291	0.11%	58
2025 Q3	$241K	Buy	3,280 +8	+0.2%	+$575	0.12%	62
2025 Q2	$229K	Hold	3,272	–	–	0.12%	59
2025 Q1	$212K	Sell	3,272 -84	-3%	-$5.64K	0.12%	60
2024 Q4	$222K	Sell	3,356 -100	-3%	-$6.79K	0.13%	57
2024 Q3	$228K	Buy	3,456 +4	+0.1%	+$251	0.13%	55
2024 Q2	$209K	Hold	3,452	–	–	0.13%	56
2024 Q1	$216K	Sell	3,452 -28	-0.8%	-$1.66K	0.13%	60
2023 Q4	$202K	Buy	+3,480	New	+$186K	0.13%	65

Other funds holding VO

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

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

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return