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Southland Equity Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Southland Equity Partners’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 		$1.39M Sell
17,264
-128
-0.7% -$9.92K 0.24% 79
2026
Q1 		$1.25M Sell
17,392
-268
-2% -$19.9K 0.24% 77
2025
Q4 		$1.28M Sell
17,660
-456
-3% -$33.2K 0.25% 77
2025
Q3 		$1.33M Sell
18,116
-216
-1% -$15.5K 0.27% 73
2025
Q2 		$1.28M Sell
18,332
-268
-1% -$17.6K 0.28% 70
2025
Q1 		$1.2M Buy
18,600
+224
+1% +$15K 0.28% 68
2024
Q4 		$1.21M Buy
18,376
+64
+0.3% +$4.34K 0.28% 67
2024
Q3 		$1.21M Sell
18,312
-560
-3% -$35.2K 0.29% 65
2024
Q2 		$1.14M Sell
18,872
-3,824
-17% -$232K 0.33% 60
2024
Q1 		$1.42M Buy
22,696
+1,748
+8% +$103K 0.4% 45
2023
Q4 		$1.22M Sell
20,948
-144
-0.7% -$7.69K 0.38% 46
2023
Q3 		$1.1M Buy
21,092
+712
+3% +$39K 0.38% 48
2023
Q2 		$1.12M Sell
20,380
-104
-0.5% -$5.45K 0.38% 49
2023
Q1 		$1.08M Buy
20,484
+136
+0.7% +$7.24K 0.42% 47
2022
Q4 		$1.04M Sell
20,348
-52
-0.3% -$2.65K 0.4% 43
2022
Q3 		$959K Sell
20,400
-772
-4% -$40.3K 0.47% 45
2022
Q2 		$1.04M Buy
21,172
+972
+5% +$52.5K 0.48% 43
2022
Q1 		$1.2M Buy
20,200
+2,316
+13% +$136K 0.5% 40
2021
Q4 		$1.14M Buy
17,884
+1,472
+9% +$92.3K 0.47% 41
2021
Q3 		$971K Buy
16,412
+308
+2% +$18.6K 0.45% 43
2021
Q2 		$956K Buy
16,104
+232
+1% +$13.4K 0.45% 45
2021
Q1 		$878K Buy
15,872
+1,028
+7% +$55.8K 0.5% 39
2020
Q4 		$767K Buy
+14,844
New +$719K 0.52% 44

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

Southland Equity Partners's VO Position: Q2 2026 in Review

Southland Equity Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.74% in Q2 2026, selling an estimated $9.92K and leaving 17,264 shares worth $1.39M. The position accounts for 0.24% of the portfolio, ranked #79.

Southland Equity Partners first reported a position in VO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.42M in Q1 2024. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Southland Equity Partners held 17,264 shares of Vanguard Morningstar Mid-Cap ETF worth $1.39M as of Q2 2026.
  • Southland Equity Partners sold 128 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $9.92K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.24% of Southland Equity Partners's portfolio in Q2 2026, its #79 holding.
  • Southland Equity Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Southland Equity Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $1.42M in Q1 2024.
  • 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.