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 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Schoolcraft Capital's VO Position: Q1 2026 in Review

Schoolcraft Capital reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.2% in Q1 2026, selling an estimated $15.2K and leaving 16,768 shares worth $1.2M. The position accounts for 0.23% of the portfolio, ranked #35.

Schoolcraft Capital first reported a position in VO in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.25M in Q3 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Schoolcraft Capital held 16,768 shares of Vanguard Morningstar Mid-Cap ETF worth $1.2M as of Q1 2026.
Schoolcraft Capital sold 204 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $15.2K.
Vanguard Morningstar Mid-Cap ETF made up 0.23% of Schoolcraft Capital's portfolio in Q1 2026, its #35 holding.
Schoolcraft Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2021 and has held it in 21 quarters since.
Schoolcraft Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $1.25M in Q3 2025.
2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Schoolcraft Capital's 13F filing for Q1 2026, filed 13 May 2026.