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 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Crane Advisory's VO Position: Q2 2026 in Review

Crane Advisory increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1% in Q2 2026, buying an estimated $181K and bringing the position to 234,747 shares worth $18.9M. The position accounts for 2.72% of the portfolio, ranked #11.

Crane Advisory first reported a position in VO in Q3 2022 and has held it in 16 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Crane Advisory held 234,747 shares of Vanguard Morningstar Mid-Cap ETF worth $18.9M as of Q2 2026.
Crane Advisory bought 2,335 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $181K.
Vanguard Morningstar Mid-Cap ETF made up 2.72% of Crane Advisory's portfolio in Q2 2026, its #11 holding.
Crane Advisory first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Crane Advisory's 13F filing for Q2 2026, filed 20 Jul 2026.