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

Stratos Wealth 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
Q1 		$14.8M Sell
206,076
-97,892
-32% -$7.27M 0.91% 19
2025
Q4 		$22.1M Sell
303,968
-18,388
-6% -$1.34M 1.07% 16
2025
Q3 		$23.7M Buy
322,356
+1,752
+0.5% +$126K 1.14% 15
2025
Q2 		$22.4M Buy
320,604
+38,652
+14% +$2.54M 1.18% 14
2025
Q1 		$18.2M Sell
281,952
-4,208
-1% -$282K 1% 17
2024
Q4 		$18.9M Sell
286,160
-21,432
-7% -$1.45M 0.9% 17
2024
Q3 		$20.3M Buy
307,592
+51,104
+20% +$3.21M 0.93% 17
2024
Q2 		$15.5M Buy
256,488
+137,940
+116% +$8.38M 0.77% 24
2024
Q1 		$7.41M Buy
118,548
+4,116
+4% +$243K 0.44% 55
2023
Q4 		$6.66M Buy
114,432
+1,656
+1% +$88.5K 0.38% 60
2023
Q3 		$5.87M Buy
112,776
+34,384
+44% +$1.89M 0.39% 65
2023
Q2 		$4.31M Buy
78,392
+43,756
+126% +$2.29M 0.31% 90
2023
Q1 		$1.83M Buy
34,636
+2,300
+7% +$122K 0.14% 198
2022
Q4 		$1.65M Sell
32,336
-7,296
-18% -$372K 0.14% 205
2022
Q3 		$1.86M Sell
39,632
-26,344
-40% -$1.38M 0.2% 146
2022
Q2 		$3.25M Buy
65,976
+44,464
+207% +$2.4M 0.29% 91
2022
Q1 		$1.28M Sell
21,512
-35,016
-62% -$2.05M 0.1% 233
2021
Q4 		$3.6M Sell
56,528
-25,336
-31% -$1.59M 0.26% 110
2021
Q3 		$4.85M Sell
81,864
-104,560
-56% -$6.32M 0.41% 56
2021
Q2 		$11.1M Buy
186,424
+54,724
+42% +$3.17M 0.98% 12
2021
Q1 		$7.29M Buy
131,700
+54,964
+72% +$2.98M 0.77% 16
2020
Q4 		$3.97M Buy
+76,736
New +$3.72M 0.55% 45
2020
Q2 		– Sell
-1,148
Closed -$38K – 371
2020
Q1 		$38K Buy
+1,148
New +$47.5K 0.03% 201
2019
Q4 		– Sell
-6,428
Closed -$269K – 244
2019
Q3 		$269K Sell
6,428
-5,436
-46% -$227K 0.1% 202
2019
Q2 		$496K Buy
11,864
+48
+0.4% +$1.96K 0.2% 117
2019
Q1 		$475K Buy
11,816
+560
+5% +$21.5K 0.26% 106
2018
Q4 		$389K Buy
+11,256
New +$423K 0.26% 114

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 Wealth Advisors's VO Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 32% in Q1 2026, selling an estimated $7.27M and leaving 206,076 shares worth $14.8M. The position accounts for 0.91% of the portfolio, ranked #19.

Stratos Wealth Advisors first reported a position in VO in Q4 2018 and has held it in 27 quarters since. The position peaked at $23.7M in Q3 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Stratos Wealth Advisors held 206,076 shares of Vanguard Morningstar Mid-Cap ETF worth $14.8M as of Q1 2026.
  • Stratos Wealth Advisors sold 97,892 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $7.27M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.91% of Stratos Wealth Advisors's portfolio in Q1 2026, its #19 holding.
  • Stratos Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 27 quarters since.
  • Stratos Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $23.7M in Q3 2025.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

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