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Crumly & Associates’s Vanguard Mid-Cap ETF VO Stock Holding History

Crumly & Associates’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 		$238K Buy
+2,948
New +$229K 0.05% 178
2025
Q2 		– Sell
-4,064
Closed -$263K – 185
2025
Q1 		$263K Buy
4,064
+80
+2% +$5.37K 0.07% 139
2024
Q4 		$263K Buy
+3,984
New +$270K 0.07% 129

Other funds holding VO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Crumly & Associates's VO Position: Q2 2026 in Review

Crumly & Associates opened a new position in Vanguard Mid-Cap ETF (VO) in Q2 2026: 2,948 shares worth $238K. The stake represents 0.05% of the portfolio and ranks #178 among its holdings. This is a return to the name: Crumly & Associates previously reported a position in VO as recently as Q1 2025.

Crumly & Associates first reported a position in VO in Q4 2024 and has held it in 3 quarters since. The position peaked at $263K in Q4 2024. 1,115 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Crumly & Associates held 2,948 shares of Vanguard Mid-Cap ETF worth $238K as of Q2 2026.
  • Vanguard Mid-Cap ETF was a new Crumly & Associates position in Q2 2026.
  • Vanguard Mid-Cap ETF made up 0.05% of Crumly & Associates's portfolio in Q2 2026, its #178 holding.
  • Crumly & Associates first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • Crumly & Associates's Vanguard Mid-Cap ETF position peaked at $263K in Q4 2024.
  • 1,115 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.