Red Crane Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Red Crane Wealth Management’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	$4.61M	Sell	57,272 -96	-0.2%	-$7.44K	3.39%	7
2026 Q1	$4.12M	Sell	57,368 -1,772	-3%	-$132K	3.39%	7
2025 Q4	$4.29M	Sell	59,140 -692	-1%	-$50.3K	3.51%	7
2025 Q3	$4.39M	Sell	59,832 -492	-0.8%	-$35.3K	3.71%	7
2025 Q2	$4.22M	Buy	60,324 +3,576	+6%	+$235K	3.84%	7
2025 Q1	$3.67M	Buy	56,748 +340	+0.6%	+$22.8K	3.51%	10
2024 Q4	$3.72M	Buy	+56,408	New	+$3.83M	3.53%	9

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

Red Crane Wealth Management's VO Position: Q2 2026 in Review

Red Crane Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.17% in Q2 2026, selling an estimated $7.44K and leaving 57,272 shares worth $4.61M. The position accounts for 3.39% of the portfolio, ranked #7.

Red Crane Wealth Management 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.

Red Crane Wealth Management held 57,272 shares of Vanguard Morningstar Mid-Cap ETF worth $4.61M as of Q2 2026.
Red Crane Wealth Management sold 96 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $7.44K.
Vanguard Morningstar Mid-Cap ETF made up 3.39% of Red Crane Wealth Management's portfolio in Q2 2026, its #7 holding.
Red Crane Wealth Management 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 Red Crane Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.