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

Crux Wealth 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	$1.71M	Sell	21,262 -530	-2%	-$41.1K	0.59%	49
2026 Q1	$1.56M	Sell	21,792 -1,584	-7%	-$118K	0.6%	50
2025 Q4	$1.7M	Sell	23,376 -1,812	-7%	-$132K	0.63%	47
2025 Q3	$1.85M	Sell	25,188 -672	-3%	-$48.3K	0.73%	40
2025 Q2	$1.81M	Sell	25,860 -9,580	-27%	-$629K	0.77%	39
2025 Q1	$2.29M	Sell	35,440 -916	-3%	-$61.5K	1.19%	23
2024 Q4	$2.4M	Buy	+36,356	New	+$2.47M	1.34%	24

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

Crux Wealth Advisors's VO Position: Q2 2026 in Review

Crux Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.4% in Q2 2026, selling an estimated $41.1K and leaving 21,262 shares worth $1.71M. The position accounts for 0.59% of the portfolio, ranked #49.

Crux Wealth Advisors first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.4M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Crux Wealth Advisors held 21,262 shares of Vanguard Morningstar Mid-Cap ETF worth $1.71M as of Q2 2026.
Crux Wealth Advisors sold 530 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $41.1K.
Vanguard Morningstar Mid-Cap ETF made up 0.59% of Crux Wealth Advisors's portfolio in Q2 2026, its #49 holding.
Crux Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Crux Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $2.4M in Q4 2024.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.