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Crane Advisory’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Crane Advisory’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 		$18.9M Buy
235,862
+1,115
+0.5% +$90.7K 2.68% 11
2026
Q2 		$18.9M Buy
234,747
+2,335
+1% +$181K 2.72% 11
2026
Q1 		$17.6M Sell
232,412
-952
-0.4% -$70.7K 2.63% 11
2025
Q4 		$17.5M Sell
233,364
-16,200
-6% -$1.18M 2.64% 11
2025
Q3 		$18.3M Sell
249,564
-6,416
-3% -$461K 2.87% 10
2025
Q2 		$18.1M Sell
255,980
-21,988
-8% -$1.44M 2.99% 11
2025
Q1 		$16.9M Buy
277,968
+21,868
+9% +$1.47M 3.06% 11
2024
Q4 		$17.1M Buy
256,100
+8,528
+3% +$579K 3% 12
2024
Q3 		$16.3M Buy
247,572
+3,276
+1% +$206K 2.94% 11
2024
Q2 		$14.8M Buy
244,296
+10,672
+5% +$649K 2.85% 10
2024
Q1 		$14.2M Buy
233,624
+19,540
+9% +$1.15M 2.87% 10
2023
Q4 		$12.2M Buy
214,084
+8,040
+4% +$430K 2.75% 10
2023
Q3 		$10.7M Buy
206,044
+33,568
+19% +$1.84M 2.69% 8
2023
Q2 		$9.48M Buy
172,476
+25,972
+18% +$1.36M 2.72% 9
2023
Q1 		$7.66M Buy
146,504
+35,844
+32% +$1.91M 2.6% 9
2022
Q4 		$5.64M Buy
110,660
+3,196
+3% +$163K 2.29% 9
2022
Q3 		$5.08M Buy
+107,464
New +$5.62M 2.61% 9

Other funds holding VO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Crane Advisory's VO Position: Q3 2026 in Review

Crane Advisory increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.47% in Q3 2026, buying an estimated $90.7K and bringing the position to 235,862 shares worth $18.9M. The position accounts for 2.68% of the portfolio, ranked #11.

Crane Advisory first reported a position in VO in Q3 2022 and has held it in 17 quarters since. 314 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Crane Advisory held 235,862 shares of Vanguard Morningstar Mid-Cap ETF worth $18.9M as of Q3 2026.
  • Crane Advisory bought 1,115 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $90.7K.
  • Vanguard Morningstar Mid-Cap ETF made up 2.68% of Crane Advisory's portfolio in Q3 2026, its #11 holding.
  • Crane Advisory first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2022 and has held it in 17 quarters since.
  • 314 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Crane Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.