Steward Partners Investment Advisory’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 | $69.4M | Buy |
861,631
+94,095
| +12% | +$7.29M | 0.35% | 51 |
|
|
2026
Q1 | $55.1M | Buy |
767,536
+67,220
| +10% | +$4.99M | 0.28% | 65 |
|
|
2025
Q4 | $50.8M | Sell |
700,316
-24,320
| -3% | -$1.77M | 0.28% | 67 |
|
|
2025
Q3 | $53.2M | Buy |
724,636
+41,420
| +6% | +$2.97M | 0.31% | 61 |
|
|
2025
Q2 | $47.8M | Buy |
683,216
+51,020
| +8% | +$3.35M | 0.37% | 47 |
|
|
2025
Q1 | $40.9M | Buy |
632,196
+30,236
| +5% | +$2.03M | 0.36% | 51 |
|
|
2024
Q4 | $39.7M | Buy |
601,960
+23,880
| +4% | +$1.62M | 0.35% | 54 |
|
|
2024
Q3 | $38.1M | Buy |
578,080
+70,876
| +14% | +$4.45M | 0.35% | 55 |
|
|
2024
Q2 | $30.7M | Buy |
507,204
+6,480
| +1% | +$394K | 0.32% | 57 |
|
|
2024
Q1 | $31.3M | Buy |
500,724
+380,792
| +318% | +$22.5M | 0.34% | 61 |
|
|
2023
Q4 | $6.98M | Buy |
119,932
+9,672
| +9% | +$517K | 0.09% | 221 |
|
|
2023
Q3 | $5.74M | Sell |
110,260
-7,044
| -6% | -$386K | 0.09% | 237 |
|
|
2023
Q2 | $6.46M | Sell |
117,304
-33,376
| -22% | -$1.75M | 0.1% | 220 |
|
|
2023
Q1 | $7.95M | Buy |
150,680
+4,812
| +3% | +$256K | 0.13% | 175 |
|
|
2022
Q4 | $7.43M | Sell |
145,868
-608
| -0.4% | -$31K | 0.13% | 182 |
|
|
2022
Q3 | $6.88M | Buy |
146,476
+4,900
| +3% | +$256K | 0.13% | 178 |
|
|
2022
Q2 | $6.97M | Sell |
141,576
-8,544
| -6% | -$462K | 0.13% | 181 |
|
|
2022
Q1 | $8.93M | Buy |
150,120
+8,432
| +6% | +$495K | 0.14% | 171 |
|
|
2021
Q4 | $9.02M | Buy |
141,688
+30,024
| +27% | +$1.88M | 0.14% | 169 |
|
|
2021
Q3 | $6.61M | Buy |
111,664
+18,084
| +19% | +$1.09M | 0.11% | 203 |
|
|
2021
Q2 | $5.55M | Sell |
93,580
-47,920
| -34% | -$2.78M | 0.09% | 222 |
|
|
2021
Q1 | $7.83M | Buy |
141,500
+60,344
| +74% | +$3.27M | 0.14% | 163 |
|
|
2020
Q4 | $4.2M | Sell |
81,156
-21,572
| -21% | -$1.04M | 0.09% | 226 |
|
|
2020
Q3 | $4.53M | Buy |
102,728
+11,528
| +13% | +$502K | 0.11% | 191 |
|
|
2020
Q2 | $3.74M | Sell |
91,200
-936
| -1% | -$35.9K | 0.11% | 199 |
|
|
2020
Q1 | $3.03M | Sell |
92,136
-10,376
| -10% | -$430K | 0.11% | 203 |
|
|
2019
Q4 | $4.57M | Buy |
102,512
+4,408
| +4% | +$189K | 0.13% | 168 |
|
|
2019
Q3 | $4.11M | Buy |
98,104
+6,672
| +7% | +$279K | 0.14% | 162 |
|
|
2019
Q2 | $3.82M | Buy |
91,432
+26,308
| +40% | +$1.08M | 0.14% | 154 |
|
|
2019
Q1 | $2.62M | Buy |
65,124
+19,992
| +44% | +$769K | 0.11% | 191 |
|
|
2018
Q4 | $1.56M | Sell |
45,132
-15,944
| -26% | -$599K | 0.08% | 261 |
|
|
2018
Q3 | $2.51M | Buy |
61,076
+11,404
| +23% | +$465K | 0.12% | 188 |
|
|
2018
Q2 | $1.96M | Buy |
49,672
+13,684
| +38% | +$537K | 0.12% | 196 |
|
|
2018
Q1 | $1.39M | Buy |
35,988
+7,312
| +25% | +$288K | 0.1% | 220 |
|
|
2017
Q4 | $1.11M | Sell |
28,676
-1,460
| -5% | -$55.1K | 0.08% | 220 |
|
|
2017
Q3 | $1.11M | Buy |
30,136
+324
| +1% | +$11.7K | 0.11% | 177 |
|
|
2017
Q2 | $1.06M | Sell |
29,812
-180,392
| -86% | -$6.37M | 0.12% | 168 |
|
|
2017
Q1 | $7.32M | Buy |
+210,204
| New | +$7.22M | 1.11% | 16 |
|
Other funds holding VO
Steward Partners Investment Advisory's VO Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 12% in Q2 2026, buying an estimated $7.29M and bringing the position to 861,631 shares worth $69.4M. The position accounts for 0.35% of the portfolio, ranked #51.
Steward Partners Investment Advisory first reported a position in VO in Q1 2017 and has held it in 38 quarters since. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Steward Partners Investment Advisory held 861,631 shares of Vanguard Morningstar Mid-Cap ETF worth $69.4M as of Q2 2026.
- Steward Partners Investment Advisory bought 94,095 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $7.29M.
- Vanguard Morningstar Mid-Cap ETF made up 0.35% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #51 holding.
- Steward Partners Investment Advisory first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2017 and has held it in 38 quarters since.
- 2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.