Schoolcraft Capital’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Schoolcraft Capital’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	$1.35M	Sell	16,766 -2	-0%	-$155	0.24%	35
2026 Q1	$1.2M	Sell	16,768 -204	-1%	-$15.2K	0.23%	35
2025 Q4	$1.23M	Hold	16,972	–	–	0.24%	35
2025 Q3	$1.25M	Sell	16,972 -72	-0.4%	-$5.17K	0.25%	35
2025 Q2	$1.19M	Sell	17,044 -396	-2%	-$26K	0.24%	35
2025 Q1	$1.13M	Hold	17,440	–	–	0.22%	39
2024 Q4	$1.15M	Hold	17,440	–	–	0.24%	34
2024 Q3	$1.15M	Hold	17,440	–	–	0.23%	34
2024 Q2	$1.06M	Buy	17,440 +1,532	+10%	+$93.1K	0.23%	34
2024 Q1	$994K	Buy	15,908 +864	+6%	+$51.1K	0.23%	35
2023 Q4	$875K	Hold	15,044	–	–	0.22%	34
2023 Q3	$783K	Buy	15,044 +3,756	+33%	+$206K	0.22%	35
2023 Q2	$621K	Hold	11,288	–	–	0.17%	38
2023 Q1	$595K	Hold	11,288	–	–	0.17%	38
2022 Q4	$575K	Hold	11,288	–	–	0.18%	35
2022 Q3	$530K	Sell	11,288 -908	-7%	-$47.5K	0.18%	35
2022 Q2	$601K	Sell	12,196 -176	-1%	-$9.51K	0.19%	31
2022 Q1	$736K	Buy	12,372 +8	+0.1%	+$469	0.23%	30
2021 Q4	$787K	Sell	12,364 -896	-7%	-$56.2K	0.24%	29
2021 Q3	$785K	Buy	13,260 +8	+0.1%	+$483	0.26%	27
2021 Q2	$786K	Buy	13,252 +916	+7%	+$53.1K	0.28%	26
2021 Q1	$683K	Buy	+12,336	New	+$669K	0.27%	27

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

Schoolcraft Capital's VO Position: Q2 2026 in Review

Schoolcraft Capital reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.01% in Q2 2026, selling an estimated $155 and leaving 16,766 shares worth $1.35M. The position accounts for 0.24% of the portfolio, ranked #35.

Schoolcraft Capital first reported a position in VO in Q1 2021 and has held it in 22 quarters since. 2,489 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Schoolcraft Capital held 16,766 shares of Vanguard Morningstar Mid-Cap ETF worth $1.35M as of Q2 2026.
Schoolcraft Capital sold 2 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $155.
Vanguard Morningstar Mid-Cap ETF made up 0.24% of Schoolcraft Capital's portfolio in Q2 2026, its #35 holding.
Schoolcraft Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2021 and has held it in 22 quarters since.
2,489 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Schoolcraft Capital's 13F filing for Q2 2026, filed 11 Aug 2026.