Strategic Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Strategic 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	$364K	Hold	4,636	–	–	0.08%	126
2026 Q2	$374K	Hold	4,636	–	–	0.08%	130
2026 Q1	$333K	Hold	4,636	–	–	0.06%	157
2025 Q4	$336K	Sell	4,636 -5,976	-56%	-$435K	0.05%	152
2025 Q3	$779K	Sell	10,612 -612	-5%	-$44K	0.13%	116
2025 Q2	$785K	Sell	11,224 -64	-0.6%	-$4.2K	0.15%	98
2025 Q1	$730K	Hold	11,288	–	–	0.14%	111
2024 Q4	$745K	Buy	11,288 +5,976	+113%	+$406K	0.13%	114
2024 Q3	$350K	Hold	5,312	–	–	0.07%	163
2024 Q2	$322K	Sell	5,312 -32	-0.6%	-$1.95K	0.06%	161
2024 Q1	$334K	Hold	5,344	–	–	0.07%	163
2023 Q4	$311K	Sell	5,344 -468	-8%	-$25K	0.06%	168
2023 Q3	$303K	Hold	5,812	–	–	0.06%	166
2023 Q2	$320K	Sell	5,812 -3,392	-37%	-$178K	0.06%	157
2023 Q1	$485K	Sell	9,204 -27,992	-75%	-$1.49M	0.1%	137
2022 Q4	$1.9M	Sell	37,196 -384	-1%	-$19.6K	0.42%	58
2022 Q3	$1.77M	Sell	37,580 -2,032	-5%	-$106K	0.39%	58
2022 Q2	$1.95M	Sell	39,612 -1,384	-3%	-$74.8K	0.41%	56
2022 Q1	$2.44M	Sell	40,996 -1,348	-3%	-$79.1K	0.42%	50
2021 Q4	$2.7M	Sell	42,344 -3,296	-7%	-$207K	0.38%	59
2021 Q3	$2.7M	Sell	45,640 -1,712	-4%	-$103K	0.58%	34
2021 Q2	$2.81M	Buy	47,352 +968	+2%	+$56.1K	0.73%	29
2021 Q1	$2.57M	Buy	46,384 +1,552	+3%	+$84.2K	0.74%	32
2020 Q4	$2.38M	Buy	44,832 +8,704	+24%	+$421K	0.69%	32
2020 Q3	$1.64M	Buy	36,128 +4,028	+13%	+$176K	0.55%	38
2020 Q2	$1.39M	Sell	32,100 -1,544	-5%	-$59.1K	0.52%	41
2020 Q1	$1.19M	Buy	+33,644	New	+$1.39M	0.52%	45
2016 Q2	–	Sell	-6,764	Closed	-$205K	–	130
2016 Q1	$205K	Buy	+6,764	New	+$191K	0.12%	122

Other funds holding VO

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Strategic Advisors's VO Position: Q3 2026 in Review

Strategic Advisors held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 4,636 shares worth $364K. The position accounts for 0.08% of the portfolio, ranked #126.

Strategic Advisors first reported a position in VO in Q1 2016 and has held it in 28 quarters since. The position peaked at $2.81M in Q2 2021. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Strategic Advisors held 4,636 shares of Vanguard Morningstar Mid-Cap ETF worth $364K as of Q3 2026.
Strategic Advisors left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.08% of Strategic Advisors's portfolio in Q3 2026, its #126 holding.
Strategic Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2016 and has held it in 28 quarters since.
Strategic Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $2.81M in Q2 2021.
354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Strategic Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.