Solstein Capital’s Vanguard Morningstar 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 Q2	$318K	Buy	3,952 +156	+4%	+$12.1K	0.11%	111
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

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

Solstein Capital's VO Position: Q2 2026 in Review

Solstein Capital increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.1% in Q2 2026, buying an estimated $12.1K and bringing the position to 3,952 shares worth $318K. The position accounts for 0.11% of the portfolio, ranked #111.

Solstein Capital first reported a position in VO in Q1 2021 and has held it in 22 quarters since. 2,483 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Solstein Capital held 3,952 shares of Vanguard Morningstar Mid-Cap ETF worth $318K as of Q2 2026.
Solstein Capital bought 156 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $12.1K.
Vanguard Morningstar Mid-Cap ETF made up 0.11% of Solstein Capital's portfolio in Q2 2026, its #111 holding.
Solstein Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2021 and has held it in 22 quarters since.
2,483 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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