SkyOak Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

SkyOak Wealth’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	$415K	Hold	5,156	–	–	0.07%	149
2026 Q1	$370K	Buy	5,156 +944	+22%	+$70.1K	0.07%	155
2025 Q4	$306K	Hold	4,212	–	–	0.06%	178
2025 Q3	$309K	Sell	4,212 -360	-8%	-$25.9K	0.06%	185
2025 Q2	$320K	Hold	4,572	–	–	0.06%	166
2025 Q1	$296K	Sell	4,572 -184	-4%	-$12.3K	0.06%	172
2024 Q4	$314K	Hold	4,756	–	–	0.07%	174
2024 Q3	$314K	Hold	4,756	–	–	0.07%	158
2024 Q2	$288K	Buy	4,756 +108	+2%	+$6.56K	0.07%	182
2024 Q1	$290K	Sell	4,648 -400	-8%	-$23.6K	0.07%	195
2023 Q4	$294K	Hold	5,048	–	–	0.08%	187
2023 Q3	$263K	Hold	5,048	–	–	0.08%	187
2023 Q2	$278K	Hold	5,048	–	–	0.08%	181
2023 Q1	$266K	Sell	5,048 -564	-10%	-$30K	0.08%	175
2022 Q4	$286K	Buy	5,612 +400	+8%	+$20.4K	0.1%	163
2022 Q3	$245K	Hold	5,212	–	–	0.09%	176
2022 Q2	$257K	Hold	5,212	–	–	0.09%	172
2022 Q1	$310K	Hold	5,212	–	–	0.09%	174
2021 Q4	$332K	Hold	5,212	–	–	0.08%	174
2021 Q3	$308K	Hold	5,212	–	–	0.08%	169
2021 Q2	$309K	Hold	5,212	–	–	0.08%	162
2021 Q1	$304K	Sell	5,212 -8,472	-62%	-$460K	0.08%	167
2020 Q4	$707K	Sell	13,684 -40	-0.3%	-$1.94K	0.22%	104
2020 Q3	$605K	Sell	13,724 -2,868	-17%	-$125K	0.22%	107
2020 Q2	$680K	Sell	16,592 -272	-2%	-$10.4K	0.25%	97
2020 Q1	$555K	Buy	16,864 +3,932	+30%	+$163K	0.28%	83
2019 Q4	$576K	Buy	+12,932	New	+$555K	0.18%	140

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

SkyOak Wealth's VO Position: Q2 2026 in Review

SkyOak Wealth held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 5,156 shares worth $415K. The position accounts for 0.07% of the portfolio, ranked #149.

SkyOak Wealth first reported a position in VO in Q4 2019 and has held it in 27 quarters since. The position peaked at $707K in Q4 2020. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

SkyOak Wealth held 5,156 shares of Vanguard Morningstar Mid-Cap ETF worth $415K as of Q2 2026.
SkyOak Wealth left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.07% of SkyOak Wealth's portfolio in Q2 2026, its #149 holding.
SkyOak Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
SkyOak Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $707K in Q4 2020.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.