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

Stratos Wealth Partners’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 		$11.1M Sell
154,692
-2,424
-2% -$180K 0.13% 174
2025
Q4 		$11.4M Sell
157,116
-2,776
-2% -$202K 0.13% 163
2025
Q3 		$11.7M Buy
159,892
+4,208
+3% +$302K 0.14% 145
2025
Q2 		$10.9M Buy
155,684
+1,072
+0.7% +$70.4K 0.15% 140
2025
Q1 		$10M Sell
154,612
-2,288
-1% -$154K 0.15% 139
2024
Q4 		$10.4M Sell
156,900
-33,828
-18% -$2.3M 0.15% 140
2024
Q3 		$12.6M Buy
190,728
+4,536
+2% +$285K 0.18% 114
2024
Q2 		$11.3M Sell
186,192
-6,476
-3% -$394K 0.18% 115
2024
Q1 		$12M Sell
192,668
-26,948
-12% -$1.59M 0.2% 112
2023
Q4 		$12.8M Sell
219,616
-13,144
-6% -$702K 0.24% 89
2023
Q3 		$12.1M Buy
232,760
+2,960
+1% +$162K 0.26% 76
2023
Q2 		$12.6M Buy
229,800
+41,896
+22% +$2.2M 0.29% 69
2023
Q1 		$9.91M Sell
187,904
-42,536
-18% -$2.26M 0.26% 76
2022
Q4 		$11.7M Sell
230,440
-9,940
-4% -$506K 0.3% 69
2022
Q3 		$11.3M Sell
240,380
-3,696
-2% -$193K 0.32% 68
2022
Q2 		$12M Buy
244,076
+27,028
+12% +$1.46M 0.3% 70
2022
Q1 		$12.9M Buy
217,048
+31,652
+17% +$1.86M 0.29% 76
2021
Q4 		$11.8M Buy
185,396
+19,316
+12% +$1.21M 0.26% 80
2021
Q3 		$9.83M Sell
166,080
-9,240
-5% -$558K 0.25% 81
2021
Q2 		$10.4M Buy
175,320
+15,764
+10% +$914K 0.26% 73
2021
Q1 		$8.83M Buy
159,556
+6,048
+4% +$328K 0.24% 85
2020
Q4 		$7.93M Sell
153,508
-2,388
-2% -$116K 0.24% 99
2020
Q3 		$6.87M Sell
155,896
-9,436
-6% -$411K 0.23% 107
2020
Q2 		$6.78M Sell
165,332
-28,068
-15% -$1.08M 0.24% 96
2020
Q1 		$6.37M Sell
193,400
-17,076
-8% -$707K 0.29% 76
2019
Q4 		$9.38M Buy
210,476
+3,196
+2% +$137K 0.37% 53
2019
Q3 		$8.69M Buy
207,280
+2,056
+1% +$85.9K 0.38% 51
2019
Q2 		$8.58M Buy
205,224
+10,576
+5% +$433K 0.37% 49
2019
Q1 		$7.82M Sell
194,648
-6,696
-3% -$258K 0.35% 51
2018
Q4 		$6.96M Sell
201,344
-704
-0.3% -$26.4K 0.36% 56
2018
Q3 		$8.29M Sell
202,048
-824
-0.4% -$33.6K 0.37% 52
2018
Q2 		$8M Buy
202,872
+1,756
+0.9% +$68.9K 0.36% 55
2018
Q1 		$7.75M Buy
201,116
+9,372
+5% +$369K 0.33% 59
2017
Q4 		$7.42M Buy
191,744
+10,564
+6% +$399K 0.33% 58
2017
Q3 		$6.66M Buy
181,180
+15,284
+9% +$551K 0.31% 67
2017
Q2 		$5.91M Buy
165,896
+51,748
+45% +$1.83M 0.31% 70
2017
Q1 		$3.97M Buy
114,148
+11,736
+11% +$403K 0.22% 99
2016
Q4 		$3.37M Buy
102,412
+11,416
+13% +$370K 0.21% 107
2016
Q3 		$2.94M Buy
90,996
+6,064
+7% +$195K 0.2% 103
2016
Q2 		$2.63M Buy
84,932
+11,024
+15% +$337K 0.19% 103
2016
Q1 		$2.24M Sell
73,908
-533,648
-88% -$15.1M 0.19% 97
2015
Q4 		$18.2M Buy
607,556
+505,552
+496% +$15.4M 1.52% 17
2015
Q3 		$2.98M Buy
102,004
+48,120
+89% +$1.5M 0.37% 60
2015
Q2 		$1.72M Buy
53,884
+11,072
+26% +$359K 0.22% 93
2015
Q1 		$1.43M Buy
42,812
+9,272
+28% +$292K 0.17% 124
2014
Q4 		$1.04M Buy
+33,540
New +$1.01M 0.19% 130

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 Partners's VO Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.5% in Q1 2026, selling an estimated $180K and leaving 154,692 shares worth $11.1M. The position accounts for 0.13% of the portfolio, ranked #174.

Stratos Wealth Partners first reported a position in VO in Q4 2014 and has held it in 46 quarters since. The position peaked at $18.2M in Q4 2015. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Stratos Wealth Partners held 154,692 shares of Vanguard Morningstar Mid-Cap ETF worth $11.1M as of Q1 2026.
  • Stratos Wealth Partners sold 2,424 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $180K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.13% of Stratos Wealth Partners's portfolio in Q1 2026, its #174 holding.
  • Stratos Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2014 and has held it in 46 quarters since.
  • Stratos Wealth Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $18.2M in Q4 2015.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

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