Crewe Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Crewe 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 Q2	$1.72M	Buy	21,322 +1,462	+7%	+$113K	0.12%	70
2026 Q1	$1.43M	Buy	19,860 +508	+3%	+$37.7K	0.12%	71
2025 Q4	$1.4M	Sell	19,352 -2,396	-11%	-$174K	0.12%	66
2025 Q3	$1.6M	Sell	21,748 -7,108	-25%	-$510K	0.15%	67
2025 Q2	$2.02M	Buy	28,856 +8,404	+41%	+$552K	0.29%	42
2025 Q1	$1.32M	Buy	20,452 +556	+3%	+$37.3K	0.19%	50
2024 Q4	$1.31M	Hold	19,896	–	–	0.18%	48
2024 Q3	$1.31M	Buy	19,896 +128	+0.6%	+$8.04K	0.15%	48
2024 Q2	$1.2M	Buy	19,768 +2,648	+15%	+$161K	0.13%	66
2024 Q1	$1.07M	Sell	17,120 -224	-1%	-$13.2K	0.12%	65
2023 Q4	$1.01M	Buy	17,344 +2,720	+19%	+$145K	0.16%	37
2023 Q3	$761K	Buy	14,624 +1,004	+7%	+$55.1K	0.13%	39
2023 Q2	$750K	Sell	13,620 -132	-1%	-$6.92K	0.11%	61
2023 Q1	$725K	Sell	13,752 -316	-2%	-$16.8K	0.11%	63
2022 Q4	$717K	Buy	14,068 +1,084	+8%	+$55.2K	0.11%	63
2022 Q3	$610K	Buy	12,984 +1,172	+10%	+$61.2K	0.11%	64
2022 Q2	$582K	Buy	11,812 +1,140	+11%	+$61.6K	0.13%	51
2022 Q1	$635K	Buy	10,672 +688	+7%	+$40.4K	0.12%	46
2021 Q4	$636K	Buy	9,984 +2,532	+34%	+$159K	0.13%	39
2021 Q3	$441K	Hold	7,452	–	–	0.1%	38
2021 Q2	$442K	Hold	7,452	–	–	0.11%	38
2021 Q1	$412K	Hold	7,452	–	–	0.1%	38
2020 Q4	$385K	Hold	7,452	–	–	0.15%	36
2020 Q3	$328K	Hold	7,452	–	–	0.15%	34
2020 Q2	$305K	Hold	7,452	–	–	0.15%	38
2020 Q1	$245K	Buy	7,452 +2,224	+43%	+$92.1K	0.15%	38
2019 Q4	$233K	Buy	+5,228	New	+$224K	0.1%	50
2018 Q4	–	Sell	-3,440	Closed	-$141K	–	236
2018 Q3	$141K	Hold	3,440	–	–	0.12%	64
2018 Q2	$136K	Hold	3,440	–	–	0.13%	63
2018 Q1	$133K	Hold	3,440	–	–	0.13%	64
2017 Q4	$133K	Buy	+3,440	New	+$130K	0.13%	66

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

Crewe Advisors's VO Position: Q2 2026 in Review

Crewe Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 7.4% in Q2 2026, buying an estimated $113K and bringing the position to 21,322 shares worth $1.72M. The position accounts for 0.12% of the portfolio, ranked #70.

Crewe Advisors first reported a position in VO in Q4 2017 and has held it in 31 quarters since. The position peaked at $2.02M in Q2 2025. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Crewe Advisors held 21,322 shares of Vanguard Morningstar Mid-Cap ETF worth $1.72M as of Q2 2026.
Crewe Advisors bought 1,462 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $113K.
Vanguard Morningstar Mid-Cap ETF made up 0.12% of Crewe Advisors's portfolio in Q2 2026, its #70 holding.
Crewe Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and has held it in 31 quarters since.
Crewe Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $2.02M in Q2 2025.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.