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

Strategic Investment 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 		$8.87M Buy
110,076
+14,520
+15% +$1.13M 0.54% 35
2026
Q1 		$6.87M Sell
95,556
-12,800
-12% -$951K 0.47% 40
2025
Q4 		$7.87M Sell
108,356
-387,744
-78% -$28.2M 0.68% 35
2025
Q3 		$7.3M Buy
496,100
+386,372
+352% +$27.7M 0.66% 37
2025
Q2 		$7.69M Buy
109,728
+17,012
+18% +$1.12M 0.75% 32
2025
Q1 		$5.99M Buy
92,716
+8,704
+10% +$584K 0.64% 36
2024
Q4 		$5.55M Buy
84,012
+6,196
+8% +$421K 0.59% 37
2024
Q3 		$5.13M Buy
77,816
+4,920
+7% +$309K 0.56% 36
2024
Q2 		$4.41M Buy
72,896
+5,804
+9% +$353K 0.54% 37
2024
Q1 		$4.19M Buy
67,092
+5,132
+8% +$303K 0.54% 38
2023
Q4 		$3.6M Buy
61,960
+6,096
+11% +$326K 0.52% 42
2023
Q3 		$2.91M Sell
55,864
-49,712
-47% -$2.73M 0.48% 41
2023
Q2 		$5.81M Buy
105,576
+56,120
+113% +$2.94M 0.81% 23
2023
Q1 		$2.61M Buy
49,456
+8,496
+21% +$452K 0.47% 34
2022
Q4 		$2.09M Sell
40,960
-1,828
-4% -$93.1K 0.43% 39
2022
Q3 		$2.01M Buy
42,788
+448
+1% +$23.4K 0.45% 37
2022
Q2 		$2.08M Buy
42,340
+3,944
+10% +$213K 0.42% 37
2022
Q1 		$2.28M Buy
38,396
+9,768
+34% +$573K 0.43% 39
2021
Q4 		$1.82M Buy
28,628
+4,428
+18% +$278K 0.35% 54
2021
Q3 		$1.43M Buy
24,200
+4,024
+20% +$243K 0.31% 65
2021
Q2 		$1.2M Buy
20,176
+1,844
+10% +$107K 0.27% 77
2021
Q1 		$1.01M Buy
18,332
+1,688
+10% +$91.6K 0.26% 81
2020
Q4 		$860K Buy
+16,644
New +$806K 0.25% 83

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 Investment Advisors's VO Position: Q2 2026 in Review

Strategic Investment Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 15% in Q2 2026, buying an estimated $1.13M and bringing the position to 110,076 shares worth $8.87M. The position accounts for 0.54% of the portfolio, ranked #35.

Strategic Investment Advisors first reported a position in VO in Q4 2020 and has held it in 23 quarters since. 2,489 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Strategic Investment Advisors held 110,076 shares of Vanguard Morningstar Mid-Cap ETF worth $8.87M as of Q2 2026.
  • Strategic Investment Advisors bought 14,520 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.13M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.54% of Strategic Investment Advisors's portfolio in Q2 2026, its #35 holding.
  • Strategic Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.