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

Strategic Equity Management’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	$755K	Sell	10,516 -2,496	-19%	-$185K	0.28%	37
2025 Q4	$944K	Hold	13,012	–	–	0.32%	35
2025 Q3	$956K	Hold	13,012	–	–	0.35%	31
2025 Q2	$910K	Sell	13,012 -116,148	-90%	-$7.62M	0.33%	32
2025 Q1	$8.35M	Buy	129,160 +114,436	+777%	+$7.68M	3.51%	10
2024 Q4	$972K	Buy	14,724 +2,728	+23%	+$185K	0.41%	25
2024 Q3	$791K	Buy	11,996 +3,940	+49%	+$247K	0.38%	32
2024 Q2	$488K	Buy	8,056 +2,624	+48%	+$159K	0.32%	28
2024 Q1	$339K	Buy	+5,432	New	+$321K	0.28%	28
2022 Q4	–	Sell	-4,284	Closed	-$201K	–	41
2022 Q3	$201K	Buy	+4,284	New	+$224K	0.08%	36

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

Strategic Equity Management's VO Position: Q1 2026 in Review

Strategic Equity Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 19% in Q1 2026, selling an estimated $185K and leaving 10,516 shares worth $755K. The position accounts for 0.28% of the portfolio, ranked #37.

Strategic Equity Management first reported a position in VO in Q3 2022 and has held it in 10 quarters since. The position peaked at $8.35M in Q1 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Strategic Equity Management held 10,516 shares of Vanguard Morningstar Mid-Cap ETF worth $755K as of Q1 2026.
Strategic Equity Management sold 2,496 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $185K.
Vanguard Morningstar Mid-Cap ETF made up 0.28% of Strategic Equity Management's portfolio in Q1 2026, its #37 holding.
Strategic Equity Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2022 and has held it in 10 quarters since.
Strategic Equity Management's Vanguard Morningstar Mid-Cap ETF position peaked at $8.35M in Q1 2025.
2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Strategic Equity Management's 13F filing for Q1 2026, filed 21 Apr 2026.