Schrum Private Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Schrum Private 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	–	Sell	-3,100	Closed	-$223K	–	135
2026 Q1	$223K	Buy	+3,100	New	+$230K	0.17%	119
2025 Q1	–	Sell	-3,060	Closed	-$202K	–	132
2024 Q4	$202K	Sell	3,060 -1,668	-35%	-$113K	0.17%	124
2024 Q3	$312K	Buy	+4,728	New	+$297K	0.16%	126

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

Schrum Private Wealth Management's VO Position: Q2 2026 in Review

Schrum Private Wealth Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 3,100 shares — an estimated $223K sold.

Schrum Private Wealth Management first reported a position in VO in Q3 2024 and held it in 3 quarters. The position peaked at $312K in Q3 2024. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Schrum Private Wealth Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Schrum Private Wealth Management sold 3,100 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $223K.
Schrum Private Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and held it in 3 quarters.
Schrum Private Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $312K in Q3 2024.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.