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Strategic Blueprint’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Strategic Blueprint’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 		$888K Sell
11,019
-973
-8% -$75.4K 0.04% 333
2026
Q1 		$861K Sell
11,992
-260
-2% -$19.3K 0.05% 305
2025
Q4 		$889K Buy
12,252
+1,040
+9% +$75.7K 0.05% 288
2025
Q3 		$823K Sell
11,212
-616
-5% -$44.2K 0.04% 372
2025
Q2 		$827K Sell
11,828
-1,572
-12% -$103K 0.04% 339
2025
Q1 		$866K Buy
13,400
+708
+6% +$47.5K 0.05% 310
2024
Q4 		$838K Buy
12,692
+2,776
+28% +$188K 0.05% 297
2024
Q3 		$654K Buy
9,916
+500
+5% +$31.4K 0.04% 338
2024
Q2 		$570K Buy
9,416
+1,364
+17% +$82.9K 0.04% 350
2024
Q1 		$503K Sell
8,052
-376
-4% -$22.2K 0.04% 381
2023
Q4 		$490K Sell
8,428
-272
-3% -$14.5K 0.04% 355
2023
Q3 		$453K Buy
8,700
+460
+6% +$25.2K 0.04% 344
2023
Q2 		$454K Sell
8,240
-1,900
-19% -$99.6K 0.04% 342
2023
Q1 		$535K Sell
10,140
-868
-8% -$46.2K 0.06% 296
2022
Q4 		$561K Sell
11,008
-16,176
-60% -$824K 0.06% 272
2022
Q3 		$1.28M Buy
27,184
+2,888
+12% +$151K 0.15% 145
2022
Q2 		$1.2M Sell
24,296
-2,556
-10% -$138K 0.15% 152
2022
Q1 		$1.6M Sell
26,852
-2,924
-10% -$172K 0.19% 117
2021
Q4 		$1.9M Sell
29,776
-1,080
-4% -$67.7K 0.24% 90
2021
Q3 		$1.83M Buy
30,856
+3,824
+14% +$231K 0.28% 85
2021
Q2 		$1.6M Buy
27,032
+4,596
+20% +$266K 0.25% 83
2021
Q1 		$1.24M Buy
22,436
+2,704
+14% +$147K 0.26% 85
2020
Q4 		$1.02M Buy
19,732
+3,512
+22% +$170K 0.26% 86
2020
Q3 		$715K Buy
16,220
+5,544
+52% +$242K 0.22% 90
2020
Q2 		$437K Buy
10,676
+4,144
+63% +$159K 0.15% 98
2020
Q1 		$215K Buy
+6,532
New +$270K 0.13% 116
2019
Q4 		– Sell
-1,200
Closed -$50K – 411
2019
Q3 		$50K Buy
+1,200
New +$50.1K 0.04% 153

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Strategic Blueprint's VO Position: Q2 2026 in Review

Strategic Blueprint reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8.1% in Q2 2026, selling an estimated $75.4K and leaving 11,019 shares worth $888K. The position accounts for 0.04% of the portfolio, ranked #333.

Strategic Blueprint first reported a position in VO in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.9M in Q4 2021. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Strategic Blueprint held 11,019 shares of Vanguard Morningstar Mid-Cap ETF worth $888K as of Q2 2026.
  • Strategic Blueprint sold 973 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $75.4K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.04% of Strategic Blueprint's portfolio in Q2 2026, its #333 holding.
  • Strategic Blueprint first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2019 and has held it in 27 quarters since.
  • Strategic Blueprint's Vanguard Morningstar Mid-Cap ETF position peaked at $1.9M in Q4 2021.
  • 2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.