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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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Strategic Advisors's VO Position: Q2 2026 in Review

Strategic Advisors held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 4,636 shares worth $374K. The position accounts for 0.08% of the portfolio, ranked #130.

Strategic Advisors first reported a position in VO in Q1 2016 and has held it in 27 quarters since. The position peaked at $2.81M in Q2 2021. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Strategic Advisors held 4,636 shares of Vanguard Morningstar Mid-Cap ETF worth $374K as of Q2 2026.
  • Strategic Advisors left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.08% of Strategic Advisors's portfolio in Q2 2026, its #130 holding.
  • Strategic Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2016 and has held it in 27 quarters since.
  • Strategic Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $2.81M in Q2 2021.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Strategic Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.