Blake Schutter Theil Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Blake Schutter Theil 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 Q2	$859K	Buy	10,661 +2,953	+38%	+$229K	0.58%	37
2026 Q1	$553K	Buy	7,708 +40	+0.5%	+$2.97K	0.45%	58
2025 Q4	$556K	Buy	7,668 +852	+13%	+$62K	0.46%	56
2025 Q3	$501K	Buy	6,816 +2,104	+45%	+$151K	0.5%	61
2025 Q2	$330K	Hold	4,712	–	–	0.37%	74
2025 Q1	$305K	Buy	4,712 +12	+0.3%	+$805	0.35%	87
2024 Q4	$310K	Buy	4,700 +8	+0.2%	+$543	0.33%	87
2024 Q3	$309K	Buy	+4,692	New	+$295K	0.22%	112

Other funds holding VO

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's VO Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 38% in Q2 2026, buying an estimated $229K and bringing the position to 10,661 shares worth $859K. The position accounts for 0.58% of the portfolio, ranked #37.

Blake Schutter Theil Wealth Advisors first reported a position in VO in Q3 2024 and has held it in 8 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 10,661 shares of Vanguard Morningstar Mid-Cap ETF worth $859K as of Q2 2026.
Blake Schutter Theil Wealth Advisors bought 2,953 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $229K.
Vanguard Morningstar Mid-Cap ETF made up 0.58% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #37 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.