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Graney & King’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Graney & King’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 		$869K Buy
10,647
+1,171
+12% +$90.8K 0.31% 33
2026
Q1 		$680K Hold
9,476
– – 0.37% 33
2025
Q4 		$687K Buy
9,476
+64
+0.7% +$4.66K 0.4% 34
2025
Q3 		$691K Sell
9,412
-88
-0.9% -$6.32K 0.48% 34
2025
Q2 		$665K Buy
9,500
+800
+9% +$52.5K 0.45% 32
2025
Q1 		$563K Sell
8,700
-816
-9% -$54.8K 0.42% 34
2024
Q4 		$628K Buy
+9,516
New +$646K 0.47% 32

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

Graney & King's VO Position: Q2 2026 in Review

Graney & King increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 12% in Q2 2026, buying an estimated $90.8K and bringing the position to 10,647 shares worth $869K. The position accounts for 0.31% of the portfolio, ranked #33.

Graney & King first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Graney & King held 10,647 shares of Vanguard Morningstar Mid-Cap ETF worth $869K as of Q2 2026.
  • Graney & King bought 1,171 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $90.8K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.31% of Graney & King's portfolio in Q2 2026, its #33 holding.
  • Graney & King first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.