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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
Q2 		$2.78M Sell
34,496
-3,044
-8% -$236K 0.93% 15
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bull Oak Capital's VO Position: Q2 2026 in Review

Bull Oak Capital reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8.1% in Q2 2026, selling an estimated $236K and leaving 34,496 shares worth $2.78M. The position accounts for 0.93% of the portfolio, ranked #15.

Bull Oak Capital first reported a position in VO in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.17M in Q1 2025. 2,491 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Bull Oak Capital held 34,496 shares of Vanguard Morningstar Mid-Cap ETF worth $2.78M as of Q2 2026.
  • Bull Oak Capital sold 3,044 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $236K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.93% of Bull Oak Capital's portfolio in Q2 2026, its #15 holding.
  • Bull Oak Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Bull Oak Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $7.17M in Q1 2025.
  • 2,491 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Bull Oak Capital's 13F filing for Q2 2026, filed 10 Aug 2026.