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 Q3	$4.59M	Buy	58,473 +1,201	+2%	+$97.7K	3.2%	9
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Red Crane Wealth Management's VO Position: Q3 2026 in Review

Red Crane Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.1% in Q3 2026, buying an estimated $97.7K and bringing the position to 58,473 shares worth $4.59M. The position accounts for 3.2% of the portfolio, ranked #9.

Red Crane Wealth Management first reported a position in VO in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.61M in Q2 2026. 1,806 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Red Crane Wealth Management held 58,473 shares of Vanguard Morningstar Mid-Cap ETF worth $4.59M as of Q3 2026.
Red Crane Wealth Management bought 1,201 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $97.7K.
Vanguard Morningstar Mid-Cap ETF made up 3.2% of Red Crane Wealth Management's portfolio in Q3 2026, its #9 holding.
Red Crane Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Red Crane Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $4.61M in Q2 2026.
1,806 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Red Crane Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.