Sowell Financial Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10M | Buy |
124,472
+5,160
| +4% | +$400K | 0.33% | 56 |
|
|
2026
Q1 | $8.57M | Buy |
119,312
+1,804
| +2% | +$134K | 0.32% | 59 |
|
|
2025
Q4 | $8.53M | Buy |
117,508
+2,220
| +2% | +$161K | 0.31% | 62 |
|
|
2025
Q3 | $8.47M | Buy |
115,288
+1,276
| +1% | +$91.6K | 0.32% | 57 |
|
|
2025
Q2 | $7.98M | Sell |
114,012
-1,808
| -2% | -$119K | 0.32% | 61 |
|
|
2025
Q1 | $7.49M | Buy |
115,820
+21,792
| +23% | +$1.46M | 0.34% | 61 |
|
|
2024
Q4 | $6.21M | Sell |
94,028
-9,984
| -10% | -$678K | 0.33% | 68 |
|
|
2024
Q3 | $6.86M | Sell |
104,012
-10,116
| -9% | -$635K | 0.32% | 75 |
|
|
2024
Q2 | $6.93M | Sell |
114,128
-8,688
| -7% | -$528K | 0.33% | 72 |
|
|
2024
Q1 | $7.67M | Sell |
122,816
-16,220
| -12% | -$959K | 0.36% | 69 |
|
|
2023
Q4 | $8.09M | Sell |
139,036
-13,844
| -9% | -$740K | 0.44% | 55 |
|
|
2023
Q3 | $7.96M | Sell |
152,880
-38,488
| -20% | -$2.11M | 0.5% | 43 |
|
|
2023
Q2 | $10.5M | Buy |
191,368
+84,188
| +79% | +$4.41M | 0.59% | 32 |
|
|
2023
Q1 | $5.65M | Sell |
107,180
-47,968
| -31% | -$2.55M | 0.44% | 47 |
|
|
2022
Q4 | $7.91M | Buy |
155,148
+92,864
| +149% | +$4.73M | 0.51% | 35 |
|
|
2022
Q3 | $2.93M | Buy |
+62,284
| New | +$3.25M | 0.3% | 97 |
|
|
2022
Q1 | – | Sell |
-120,468
| Closed | -$7.67M | – | 512 |
|
|
2021
Q4 | $7.67M | Buy |
120,468
+2,896
| +2% | +$182K | 0.44% | 49 |
|
|
2021
Q3 | $6.96M | Buy |
117,572
+3,940
| +3% | +$238K | 0.47% | 47 |
|
|
2021
Q2 | $6.74M | Sell |
113,632
-19,840
| -15% | -$1.15M | 0.45% | 53 |
|
|
2021
Q1 | $7.67M | Buy |
133,472
+10,916
| +9% | +$592K | 0.27% | 86 |
|
|
2020
Q4 | $6.33M | Sell |
122,556
-1,048
| -0.8% | -$50.7K | 0.27% | 80 |
|
|
2020
Q3 | $5.45M | Buy |
123,604
+69,024
| +126% | +$3.01M | 0.27% | 84 |
|
|
2020
Q2 | $2.24M | Sell |
54,580
-15,824
| -22% | -$606K | 0.12% | 156 |
|
|
2020
Q1 | $2.32M | Buy |
70,404
+46,884
| +199% | +$1.94M | 0.17% | 134 |
|
|
2019
Q4 | $1.05M | Sell |
23,520
-7,448
| -24% | -$320K | 0.08% | 254 |
|
|
2019
Q3 | $1.3M | Buy |
+30,968
| New | +$1.29M | 0.11% | 201 |
|
|
2019
Q1 | $928K | Sell |
23,088
-9,076
| -28% | -$349K | 0.1% | 212 |
|
|
2018
Q4 | $1.11M | Buy |
+32,164
| New | +$1.21M | 0.16% | 145 |
|
|
2018
Q3 | – | Sell |
-33,672
| Closed | -$1.35M | – | 454 |
|
|
2018
Q2 | $1.35M | Buy |
33,672
+764
| +2% | +$30K | 0.29% | 80 |
|
|
2018
Q1 | $1.26M | Sell |
32,908
-3,256
| -9% | -$128K | 0.31% | 74 |
|
|
2017
Q4 | $1.45M | Sell |
36,164
-3,060
| -8% | -$116K | 0.35% | 66 |
|
|
2017
Q3 | $1.46M | Buy |
39,224
+184
| +0.5% | +$6.64K | 0.38% | 65 |
|
|
2017
Q2 | $1.41M | Buy |
39,040
+14,992
| +62% | +$530K | 0.4% | 60 |
|
|
2017
Q1 | $851K | Buy |
+24,048
| New | +$826K | 0.25% | 91 |
|
Other funds holding VO
Sowell Financial Services's VO Position: Q2 2026 in Review
Sowell Financial Services increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.3% in Q2 2026, buying an estimated $400K and bringing the position to 124,472 shares worth $10M. The position accounts for 0.33% of the portfolio, ranked #56.
Sowell Financial Services first reported a position in VO in Q1 2017 and has held it in 34 quarters since. The position peaked at $10.5M in Q2 2023. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Sowell Financial Services held 124,472 shares of Vanguard Morningstar Mid-Cap ETF worth $10M as of Q2 2026.
- Sowell Financial Services bought 5,160 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $400K.
- Vanguard Morningstar Mid-Cap ETF made up 0.33% of Sowell Financial Services's portfolio in Q2 2026, its #56 holding.
- Sowell Financial Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2017 and has held it in 34 quarters since.
- Sowell Financial Services's Vanguard Morningstar Mid-Cap ETF position peaked at $10.5M in Q2 2023.
- 2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.