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

Solstein 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	$273K	Hold	3,796	–	–	0.11%	116
2025 Q4	$276K	Buy	3,796 +1,428	+60%	+$104K	0.11%	113
2025 Q3	$174K	Hold	2,368	–	–	0.04%	125
2025 Q2	$166K	Buy	2,368 +220	+10%	+$14.4K	0.09%	119
2025 Q1	$139K	Hold	2,148	–	–	0.08%	114
2024 Q4	$142K	Hold	2,148	–	–	0.08%	115
2024 Q3	$142K	Hold	2,148	–	–	0.08%	117
2024 Q2	$130K	Hold	2,148	–	–	0.08%	117
2024 Q1	$134K	Hold	2,148	–	–	0.09%	108
2023 Q4	$125K	Hold	2,148	–	–	0.09%	110
2023 Q3	$112K	Hold	2,148	–	–	0.1%	116
2023 Q2	$118K	Hold	2,148	–	–	0.1%	114
2023 Q1	$113K	Hold	2,148	–	–	0.1%	109
2022 Q4	$109K	Hold	2,148	–	–	0.09%	129
2022 Q3	$101K	Hold	2,148	–	–	0.09%	116
2022 Q2	$106K	Hold	2,148	–	–	0.08%	129
2022 Q1	$128K	Hold	2,148	–	–	0.08%	138
2021 Q4	$137K	Hold	2,148	–	–	0.08%	145
2021 Q3	$127K	Hold	2,148	–	–	0.07%	161
2021 Q2	$127K	Hold	2,148	–	–	0.16%	144
2021 Q1	$119K	Buy	+2,148	New	+$117K	0.16%	142

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

Solstein Capital's VO Position: Q1 2026 in Review

Solstein Capital held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 3,796 shares worth $273K. The position accounts for 0.11% of the portfolio, ranked #116.

Solstein Capital first reported a position in VO in Q1 2021 and has held it in 21 quarters since. The position peaked at $276K in Q4 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Solstein Capital held 3,796 shares of Vanguard Mid-Cap ETF worth $273K as of Q1 2026.
Solstein Capital left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap ETF made up 0.11% of Solstein Capital's portfolio in Q1 2026, its #116 holding.
Solstein Capital first reported a position in Vanguard Mid-Cap ETF in Q1 2021 and has held it in 21 quarters since.
Solstein Capital's Vanguard Mid-Cap ETF position peaked at $276K in Q4 2025.
2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Solstein Capital's 13F filing for Q1 2026, filed 14 May 2026.