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VOVO
30 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in VANGUARD MID-CAP ETF

Steward Partners Investment Advisory, LLC holds 861,631 shares of VO (VANGUARD MID-CAP ETF), worth $69.4M as of 2026-Q2. The position was increased (+349.0% shares). VO represents 0.4% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$69.4M

Current Shares

861,631

Total Value Change

+$66.8M

Total Shares Change

+845,350

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
861,631
+349.0%
$69.4M0.4%$80.57
57
2026-Q1
Increased
191,884
+9.6%
$55.1M0.3%$71.57
39
2025-Q4
Decreased
175,079
-3.4%
$50.8M0.3%$72.05
0
2025-Q3
Increased
181,159
+6.1%
$53.2M0.3%$72.64
37
2025-Q2
Increased
170,804
+8.1%
$47.8M0.4%$68.96
38
2025-Q1
Increased
158,049
+5.0%
$40.9M0.4%$63.49
37
2024-Q4
Increased
150,490
+4.1%
$39.7M0.4%$64.55
36
2024-Q3
Increased
144,520
+14.0%
$38.1M0.4%$64.22
39
2024-Q2
Increased
126,801
+1.3%
$30.7M0.3%$58.71
35
2024-Q1
Increased
125,181
+317.5%
$31.3M0.3%$60.36
56
2023-Q4
Increased
29,983
+8.8%
$7M0.1%$55.98
30
2023-Q3
Decreased
27,565
-6.0%
$5.7M0.1%$49.85
0
2023-Q2
Decreased
29,326
-22.1%
$6.5M0.1%$52.51
0
2023-Q1
Increased
37,670
+3.3%
$7.9M0.1%$50.12
34
2022-Q4
Decreased
36,467
-0.4%
$7.4M0.1%$48.25
0
2022-Q3
Increased
36,619
+3.5%
$6.9M0.1%$44.26
34
2022-Q2
Decreased
35,394
-5.7%
$7M0.1%$46.18
0
2022-Q1
Increased
37,530
+6.0%
$8.9M0.1%$55.60
35
2021-Q4
Increased
35,422
+26.9%
$9M0.1%$59.37
41
2021-Q3
Increased
27,916
+19.3%
$6.6M0.1%$54.97
39
2021-Q2
Decreased
23,395
-66.9%
$5.6M0.1%$54.97
0
2021-Q1
Increased
70,750
+248.7%
$7.8B0.1%$51.11
62
2020-Q4
Decreased
20,289
-21.0%
$4.2M0.1%$47.61
0
2020-Q3
Increased
25,682
+12.6%
$4.5M0.1%$40.40
36
2020-Q2
Decreased
22,800
-1.0%
$3.7M0.1%$37.42
0
2020-Q1
Decreased
23,034
-10.1%
$3M0.1%$29.93
0
2019-Q4
Increased
25,628
+4.5%
$4.6M0.1%$40.31
34
2019-Q3
Increased
24,526
+7.3%
$4.1M0.1%$37.71
34
2019-Q2
Increased
22,858
+40.4%
$3.8M0.1%$37.49
42
2019-Q1
New
16,281
-
$2.6M0.1%$35.93
43

Other major holders of VO: JONES FINANCIAL COMPANIES LLLP, WELLS FARGO & COMPANY/MN

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