Strata Wealth Advisors
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Strata Wealth Advisors’s Vanguard Morningstar 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
Q3 		$1.86M Buy
23,689
+1,239
+6% +$101K 0.44% 32
2026
Q2 		$1.81M Sell
22,450
-1,130
-5% -$87.6K 0.44% 31
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Strata Wealth Advisors's VO Position: Q3 2026 in Review

Strata Wealth Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.5% in Q3 2026, buying an estimated $101K and bringing the position to 23,689 shares worth $1.86M. The position accounts for 0.44% of the portfolio, ranked #32.

Strata Wealth Advisors first reported a position in VO in Q1 2023 and has held it in 14 quarters since. 1,342 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Strata Wealth Advisors held 23,689 shares of Vanguard Morningstar Mid-Cap ETF worth $1.86M as of Q3 2026.
  • Strata Wealth Advisors bought 1,239 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $101K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.44% of Strata Wealth Advisors's portfolio in Q3 2026, its #32 holding.
  • Strata Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,342 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Strata Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.