Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SCM
Sterling Capital Management’s
Vanguard 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
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
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
US Bancorp
Minneapolis, Minnesota
$82.4B AUM
19.69%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close