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Sunbelt Securities’s Vanguard Mid-Cap ETF VO Stock Holding History

Sunbelt Securities’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 		$257K Sell
3,584
-192
-5% -$14.3K 0.02% 568
2025
Q4 		$274K Sell
3,776
-180
-5% -$13.1K 0.02% 551
2025
Q3 		$291K Buy
3,956
+1,324
+50% +$95.1K 0.02% 537
2025
Q2 		$174K Buy
2,632
+412
+19% +$27K 0.02% 622
2025
Q1 		$144K Sell
2,220
-412
-16% -$27.6K 0.01% 646
2024
Q4 		$174K Sell
2,632
-376
-13% -$25.5K 0.02% 623
2024
Q3 		$198K Buy
3,008
+524
+21% +$32.9K 0.02% 591
2024
Q2 		$150K Buy
2,484
+364
+17% +$22.1K 0.02% 640
2024
Q1 		$132K Buy
2,120
+420
+25% +$24.8K 0.01% 648
2023
Q4 		$98.9K Buy
1,700
+4
+0.2% +$214 0.01% 678
2023
Q3 		$88.3K Buy
1,696
+264
+18% +$14.5K 0.01% 685
2023
Q2 		$78.9K Buy
1,432
+464
+48% +$24.3K 0.01% 695
2023
Q1 		$50.2K Buy
+968
New +$51.5K 0.01% 742
2020
Q2 		– Sell
-24,268
Closed -$990K – 388
2020
Q1 		$990K Buy
+24,268
New +$1M 0.04% 149

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

Sunbelt Securities's VO Position: Q1 2026 in Review

Sunbelt Securities reduced its Vanguard Mid-Cap ETF (VO) stake by 5.1% in Q1 2026, selling an estimated $14.3K and leaving 3,584 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #568.

Sunbelt Securities first reported a position in VO in Q1 2020 and has held it in 14 quarters since. The position peaked at $990K in Q1 2020. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Sunbelt Securities held 3,584 shares of Vanguard Mid-Cap ETF worth $257K as of Q1 2026.
  • Sunbelt Securities sold 192 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $14.3K.
  • Vanguard Mid-Cap ETF made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #568 holding.
  • Sunbelt Securities first reported a position in Vanguard Mid-Cap ETF in Q1 2020 and has held it in 14 quarters since.
  • Sunbelt Securities's Vanguard Mid-Cap ETF position peaked at $990K in Q1 2020.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.