Stillwater Capital Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Stillwater Capital Advisors’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	$1.12M	Hold	15,552	–	–	0.13%	46
2025 Q4	$1.13M	Sell	15,552 -2,324	-13%	-$169K	0.12%	46
2025 Q3	$1.31M	Sell	17,876 -584	-3%	-$41.9K	0.15%	44
2025 Q2	$1.29M	Buy	18,460 +48	+0.3%	+$3.15K	0.16%	43
2025 Q1	$1.19M	Buy	18,412 +92	+0.5%	+$6.17K	0.17%	44
2024 Q4	$1.21M	Sell	18,320 -1,680	-8%	-$114K	0.15%	47
2024 Q3	$1.32M	Buy	+20,000	New	+$1.26M	0.17%	46
2024 Q2	–	Sell	-20,436	Closed	-$1.28M	–	69
2024 Q1	$1.28M	Sell	20,436 -80	-0.4%	-$4.73K	0.19%	46
2023 Q4	$1.19M	Buy	20,516 +3,300	+19%	+$176K	0.19%	49
2023 Q3	$896K	Sell	17,216 -720	-4%	-$39.5K	0.16%	51
2023 Q2	$987K	Buy	17,936 +1,376	+8%	+$72.1K	0.17%	51
2023 Q1	$873K	Sell	16,560 -3,860	-19%	-$205K	0.17%	48
2022 Q4	$1.04M	Buy	20,420 +32	+0.2%	+$1.63K	0.22%	46
2022 Q3	$958K	Sell	20,388 -212	-1%	-$11.1K	0.22%	48
2022 Q2	$1.01M	Sell	20,600 -340	-2%	-$18.4K	0.19%	51
2022 Q1	$1.25M	Sell	20,940 -260	-1%	-$15.3K	0.2%	48
2021 Q4	$1.35M	Hold	21,200	–	–	0.21%	47
2021 Q3	$1.25M	Sell	21,200 -380	-2%	-$23K	0.21%	48
2021 Q2	$1.28M	Buy	21,580 +1,700	+9%	+$98.5K	0.21%	48
2021 Q1	$1.1M	Sell	19,880 -2,680	-12%	-$145K	0.2%	50
2020 Q4	$1.17M	Buy	22,560 +1,200	+6%	+$58.1K	0.22%	48
2020 Q3	$941K	Hold	21,360	–	–	0.21%	48
2020 Q2	$875K	Sell	21,360 -8,180	-28%	-$313K	0.21%	47
2020 Q1	$972K	Hold	29,540	–	–	0.29%	45
2019 Q4	$1.32M	Buy	29,540 +1,060	+4%	+$45.5K	0.3%	46
2019 Q3	$1.19M	Sell	28,480 -20,972	-42%	-$876K	0.3%	46
2019 Q2	$2.07M	Sell	49,452 -48,608	-50%	-$1.99M	0.51%	42
2019 Q1	$3.94M	Buy	98,060 +3,872	+4%	+$149K	0.86%	35
2018 Q4	$3.25M	Buy	94,188 +44,356	+89%	+$1.67M	0.81%	35
2018 Q3	$2.04M	Buy	49,832 +19,200	+63%	+$783K	0.42%	46
2018 Q2	$1.21M	Sell	30,632 -480	-2%	-$18.8K	0.29%	50
2018 Q1	$1.2M	Hold	31,112	–	–	0.29%	49
2017 Q4	$1.2M	Sell	31,112 -468	-1%	-$17.7K	0.28%	51
2017 Q3	$1.16M	Buy	31,580 +16,780	+113%	+$605K	0.3%	50
2017 Q2	$527K	Hold	14,800	–	–	0.13%	64
2017 Q1	$515K	Hold	14,800	–	–	0.14%	63
2016 Q4	$487K	Hold	14,800	–	–	0.13%	63
2016 Q3	$479K	Hold	14,800	–	–	0.14%	62
2016 Q2	$457K	Hold	14,800	–	–	0.14%	62
2016 Q1	$449K	Sell	14,800 -23,100	-61%	-$653K	0.13%	62
2015 Q4	$1.14M	Hold	37,900	–	–	0.35%	43
2015 Q3	$1.1M	Hold	37,900	–	–	0.38%	38
2015 Q2	$1.21M	Sell	37,900 -300	-0.8%	-$9.73K	0.35%	40
2015 Q1	$1.27M	Hold	38,200	–	–	0.39%	37
2014 Q4	$1.18M	Hold	38,200	–	–	0.35%	39
2014 Q3	$1.12M	Hold	38,200	–	–	0.37%	41
2014 Q2	$1.13M	Buy	38,200 +1,200	+3%	+$34.3K	0.39%	41
2014 Q1	$1.05M	Hold	37,000	–	–	0.38%	41
2013 Q4	$1.02M	Buy	+37,000	New	+$985K	0.39%	39

Other funds holding VO

Wells Fargo San Francisco, California $530B 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 $666B 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

Stillwater Capital Advisors's VO Position: Q1 2026 in Review

Stillwater Capital Advisors held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 15,552 shares worth $1.12M. The position accounts for 0.13% of the portfolio, ranked #46.

Stillwater Capital Advisors first reported a position in VO in Q4 2013 and has held it in 49 quarters since. The position peaked at $3.94M in Q1 2019. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Stillwater Capital Advisors held 15,552 shares of Vanguard Mid-Cap ETF worth $1.12M as of Q1 2026.
Stillwater Capital Advisors left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap ETF made up 0.13% of Stillwater Capital Advisors's portfolio in Q1 2026, its #46 holding.
Stillwater Capital Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2013 and has held it in 49 quarters since.
Stillwater Capital Advisors's Vanguard Mid-Cap ETF position peaked at $3.94M in Q1 2019.
2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Stillwater Capital Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.