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Crumly & Associates’s Vanguard Morningstar 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

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

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

Crumly & Associates opened a new position in Vanguard Morningstar 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. 2,486 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Crumly & Associates held 2,948 shares of Vanguard Morningstar Mid-Cap ETF worth $238K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF was a new Crumly & Associates position in Q2 2026.
  • Vanguard Morningstar 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 Morningstar Mid-Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • Crumly & Associates's Vanguard Morningstar Mid-Cap ETF position peaked at $263K in Q4 2024.
  • 2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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