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Bull Oak Capital’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Bull Oak Capital’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 		$2.7M Sell
37,540
-1,688
-4% -$125K 1.04% 16
2025
Q4 		$2.85M Sell
39,228
-3,040
-7% -$221K 1.16% 16
2025
Q3 		$3.1M Sell
42,268
-14,908
-26% -$1.07M 1.32% 16
2025
Q2 		$4M Sell
57,176
-53,700
-48% -$3.52M 1.82% 14
2025
Q1 		$7.17M Buy
110,876
+4,156
+4% +$279K 3.91% 7
2024
Q4 		$7.05M Buy
106,720
+4,540
+4% +$308K 3.92% 8
2024
Q3 		$6.74M Buy
102,180
+2,876
+3% +$181K 3.87% 8
2024
Q2 		$6.01M Buy
99,304
+15,976
+19% +$971K 3.87% 10
2024
Q1 		$5.21M Buy
83,328
+82,932
+20,942% +$4.9M 3.49% 9
2023
Q4 		$23.1K Buy
+396
New +$21.2K 0.01% 26

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 $424B AUM 22.94% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bull Oak Capital's VO Position: Q1 2026 in Review

Bull Oak Capital reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.3% in Q1 2026, selling an estimated $125K and leaving 37,540 shares worth $2.7M. The position accounts for 1.04% of the portfolio, ranked #16.

Bull Oak Capital first reported a position in VO in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.17M in Q1 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Bull Oak Capital held 37,540 shares of Vanguard Morningstar Mid-Cap ETF worth $2.7M as of Q1 2026.
  • Bull Oak Capital sold 1,688 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $125K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.04% of Bull Oak Capital's portfolio in Q1 2026, its #16 holding.
  • Bull Oak Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • Bull Oak Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $7.17M in Q1 2025.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Bull Oak Capital's 13F filing for Q1 2026, filed 11 May 2026.