Strata Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Strata Wealth 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	$1.69M	Sell	23,580 -1,024	-4%	-$76.1K	0.46%	30
2025 Q4	$1.79M	Sell	24,604 -492	-2%	-$35.8K	0.5%	28
2025 Q3	$1.84M	Sell	25,096 -900	-3%	-$64.6K	0.49%	31
2025 Q2	$1.82M	Buy	25,996 +1,284	+5%	+$84.3K	0.5%	28
2025 Q1	$1.6M	Buy	24,712 +324	+1%	+$21.7K	0.5%	26
2024 Q4	$1.61M	Buy	24,388 +2,796	+13%	+$190K	0.51%	26
2024 Q3	$1.42M	Buy	21,592 +2,084	+11%	+$131K	0.46%	27
2024 Q2	$1.18M	Buy	19,508 +2,700	+16%	+$164K	0.41%	27
2024 Q1	$1.05M	Buy	16,808 +2,972	+21%	+$176K	0.37%	29
2023 Q4	$805K	Buy	13,836 +440	+3%	+$23.5K	0.32%	35
2023 Q3	$697K	Buy	+13,396	New	+$735K	0.34%	24
2023 Q1	$385K	Buy	+7,308	New	+$389K	0.2%	38

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

Strata Wealth Advisors's VO Position: Q1 2026 in Review

Strata Wealth Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 4.2% in Q1 2026, selling an estimated $76.1K and leaving 23,580 shares worth $1.69M. The position accounts for 0.46% of the portfolio, ranked #30.

Strata Wealth Advisors first reported a position in VO in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.84M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Strata Wealth Advisors held 23,580 shares of Vanguard Mid-Cap ETF worth $1.69M as of Q1 2026.
Strata Wealth Advisors sold 1,024 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $76.1K.
Vanguard Mid-Cap ETF made up 0.46% of Strata Wealth Advisors's portfolio in Q1 2026, its #30 holding.
Strata Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q1 2023 and has held it in 12 quarters since.
Strata Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $1.84M in Q3 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.