Sterling Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Sterling Capital Management’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	$69.9K	Hold	868	–	–	﹤0.01%	1495
2026 Q1	$62.3K	Sell	868 -92	-10%	-$6.83K	﹤0.01%	1551
2025 Q4	$69.7K	Hold	960	–	–	﹤0.01%	1670
2025 Q3	$70.5K	Hold	960	–	–	﹤0.01%	1646
2025 Q2	$67.2K	Hold	960	–	–	﹤0.01%	1442
2025 Q1	$62.1K	Sell	960 -88	-8%	-$5.91K	﹤0.01%	1373
2024 Q4	$69.2K	Sell	1,048 -64	-6%	-$4.34K	﹤0.01%	1541
2024 Q3	$73.3K	Buy	+1,112	New	+$69.8K	﹤0.01%	1426
2019 Q3	$743K	Sell	17,724 -812	-4%	-$33.9K	0.01%	710
2019 Q2	$775K	Sell	18,536 -1,296	-7%	-$53K	0.01%	679
2019 Q1	$797K	Buy	19,832 +1,028	+5%	+$39.5K	0.01%	662
2018 Q4	$650K	Buy	18,804 +4,328	+30%	+$162K	0.01%	697
2018 Q3	$594K	Hold	14,476	–	–	0.01%	765
2018 Q2	$570K	Buy	14,476 +312	+2%	+$12.2K	0.01%	740
2018 Q1	$546K	Sell	14,164 -556	-4%	-$21.9K	0.01%	747
2017 Q4	$570K	Buy	14,720 +5,264	+56%	+$199K	0.01%	754
2017 Q3	$348K	Buy	9,456 +124	+1%	+$4.47K	﹤0.01%	811
2017 Q2	$332K	Hold	9,332	–	–	﹤0.01%	823
2017 Q1	$325K	Sell	9,332 -1,036	-10%	-$35.6K	﹤0.01%	839
2016 Q4	$341K	Buy	+10,368	New	+$336K	﹤0.01%	828

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Sterling Capital Management's VO Position: Q2 2026 in Review

Sterling Capital Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 868 shares worth $69.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1495.

Sterling Capital Management first reported a position in VO in Q4 2016 and has held it in 20 quarters since. The position peaked at $797K in Q1 2019. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Sterling Capital Management held 868 shares of Vanguard Morningstar Mid-Cap ETF worth $69.9K as of Q2 2026.
Sterling Capital Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #1495 holding.
Sterling Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2016 and has held it in 20 quarters since.
Sterling Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $797K in Q1 2019.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.