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 Q3	$651K	Sell	8,302 -2,359	-22%	-$192K	0.45%	53
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

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's VO Position: Q3 2026 in Review

Blake Schutter Theil Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 22% in Q3 2026, selling an estimated $192K and leaving 8,302 shares worth $651K. The position accounts for 0.45% of the portfolio, ranked #53.

Blake Schutter Theil Wealth Advisors first reported a position in VO in Q3 2024 and has held it in 9 quarters since. The position peaked at $859K in Q2 2026. 2,270 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Blake Schutter Theil Wealth Advisors held 8,302 shares of Vanguard Morningstar Mid-Cap ETF worth $651K as of Q3 2026.
Blake Schutter Theil Wealth Advisors sold 2,359 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $192K.
Vanguard Morningstar Mid-Cap ETF made up 0.45% of Blake Schutter Theil Wealth Advisors's portfolio in Q3 2026, its #53 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 9 quarters since.
Blake Schutter Theil Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $859K in Q2 2026.
2,270 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.