Granite FO LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Granite FO LLC’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	$446K	Hold	5,540	–	–	0.24%	34
2026 Q1	$398K	Hold	5,540	–	–	0.24%	34
2025 Q4	$402K	Hold	5,540	–	–	0.21%	37
2025 Q3	$407K	Hold	5,540	–	–	0.22%	35
2025 Q2	$388K	Hold	5,540	–	–	0.22%	36
2025 Q1	$358K	Hold	5,540	–	–	0.2%	38
2024 Q4	$366K	Hold	5,540	–	–	0.21%	37
2024 Q3	$365K	Hold	5,540	–	–	0.21%	37
2024 Q2	$335K	Hold	5,540	–	–	0.21%	39
2024 Q1	$353K	Hold	5,540	–	–	0.21%	39
2023 Q4	$322K	Hold	5,540	–	–	0.22%	42
2023 Q3	$288K	Hold	5,540	–	–	0.2%	42
2023 Q2	$305K	Hold	5,540	–	–	0.21%	42
2023 Q1	$290K	Sell	5,540 -1,376	-20%	-$73.2K	0.18%	62
2022 Q4	$374K	Buy	+6,916	New	+$352K	0.29%	29

Other funds holding VO

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 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

Granite FO LLC's VO Position: Q2 2026 in Review

Granite FO LLC held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 5,540 shares worth $446K. The position accounts for 0.24% of the portfolio, ranked #34.

Granite FO LLC first reported a position in VO in Q4 2022 and has held it in 15 quarters since. 1,333 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Granite FO LLC held 5,540 shares of Vanguard Morningstar Mid-Cap ETF worth $446K as of Q2 2026.
Granite FO LLC left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.24% of Granite FO LLC's portfolio in Q2 2026, its #34 holding.
Granite FO LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,333 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Granite FO LLC's 13F filing for Q2 2026, filed 15 Jul 2026.