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Stratos Investment Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Stratos Investment 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 		$4.14M Buy
57,668
+12,868
+29% +$956K 0.17% 99
2025
Q4 		$3.25M Sell
44,800
-25,436
-36% -$1.85M 0.13% 104
2025
Q3 		$5.16M Buy
70,236
+80
+0.1% +$5.75K 0.21% 89
2025
Q2 		$4.91M Sell
70,156
-2,568
-4% -$169K 0.22% 86
2025
Q1 		$4.7M Sell
72,724
-4,976
-6% -$334K 0.25% 84
2024
Q4 		$5.13M Sell
77,700
-1,148
-1% -$77.9K 0.31% 61
2024
Q3 		$5.2M Sell
78,848
-212
-0.3% -$13.3K 0.36% 66
2024
Q2 		$4.79M Buy
79,060
+756
+1% +$45.9K 0.4% 66
2024
Q1 		$4.89M Sell
78,304
-2,720
-3% -$161K 0.48% 59
2023
Q4 		$4.71M Sell
81,024
-2,352
-3% -$126K 0.56% 54
2023
Q3 		$4.34M Sell
83,376
-124
-0.1% -$6.8K 0.65% 47
2023
Q2 		$4.6M Sell
83,500
-18,268
-18% -$958K 0.71% 44
2023
Q1 		$5.37M Buy
101,768
+56
+0.1% +$2.98K 0.9% 34
2022
Q4 		$5.18M Sell
101,712
-4,396
-4% -$224K 0.93% 33
2022
Q3 		$4.99M Sell
106,108
-1,724
-2% -$90.1K 1.01% 32
2022
Q2 		$5.31M Buy
107,832
+5,872
+6% +$317K 1.01% 32
2022
Q1 		$6.06M Sell
101,960
-276
-0.3% -$16.2K 1.01% 29
2021
Q4 		$6.51M Sell
102,236
-10,008
-9% -$627K 1.03% 31
2021
Q3 		$6.64M Buy
112,244
+103,064
+1,123% +$6.23M 1.16% 25
2021
Q2 		$545K Buy
9,180
+2,028
+28% +$118K 0.15% 88
2021
Q1 		$396K Buy
+7,152
New +$388K 0.13% 95

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Stratos Investment Management's VO Position: Q1 2026 in Review

Stratos Investment Management increased its Vanguard Mid-Cap ETF (VO) stake by 29% in Q1 2026, buying an estimated $956K and bringing the position to 57,668 shares worth $4.14M. The position accounts for 0.17% of the portfolio, ranked #99.

Stratos Investment Management first reported a position in VO in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.64M in Q3 2021. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Stratos Investment Management held 57,668 shares of Vanguard Mid-Cap ETF worth $4.14M as of Q1 2026.
  • Stratos Investment Management bought 12,868 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $956K.
  • Vanguard Mid-Cap ETF made up 0.17% of Stratos Investment Management's portfolio in Q1 2026, its #99 holding.
  • Stratos Investment Management first reported a position in Vanguard Mid-Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • Stratos Investment Management's Vanguard Mid-Cap ETF position peaked at $6.64M in Q3 2021.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.