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Jaffetilchin Investment Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Jaffetilchin Investment Partners’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 		$651K Buy
9,068
+16
+0.2% +$1.19K 0.04% 236
2025
Q4 		$657K Buy
9,052
+1,000
+12% +$72.7K 0.04% 233
2025
Q3 		$591K Buy
8,052
+12
+0.1% +$862 0.04% 251
2025
Q2 		$563K Sell
8,040
-332
-4% -$21.8K 0.04% 247
2025
Q1 		$541K Buy
8,372
+3,792
+83% +$254K 0.04% 237
2024
Q4 		$302K Buy
4,580
+244
+6% +$16.6K 0.02% 310
2024
Q3 		$286K Sell
4,336
-44
-1% -$2.76K 0.02% 303
2024
Q2 		$265K Buy
4,380
+568
+15% +$34.5K 0.02% 294
2024
Q1 		$238K Sell
3,812
-36
-0.9% -$2.13K 0.02% 320
2023
Q4 		$224K Sell
3,848
-4
-0.1% -$214 0.02% 314
2023
Q3 		$200K Buy
3,852
+12
+0.3% +$658 0.02% 322
2023
Q2 		$211K Sell
3,840
-28
-0.7% -$1.47K 0.02% 336
2023
Q1 		$204K Buy
+3,868
New +$206K 0.02% 335
2022
Q1 		– Sell
-3,924
Closed -$250K – 389
2021
Q4 		$250K Buy
3,924
+8
+0.2% +$501 0.02% 301
2021
Q3 		$232K Sell
3,916
-2,568
-40% -$155K 0.02% 319
2021
Q2 		$363K Buy
6,484
+2,836
+78% +$164K 0.03% 305
2021
Q1 		$202K Buy
+3,648
New +$198K 0.02% 341
2020
Q2 		– Sell
-8,240
Closed -$271K – 240
2020
Q1 		$271K Sell
8,240
-2,600
-24% -$108K 0.1% 128
2019
Q4 		$483K Buy
10,840
+108
+1% +$4.64K 0.1% 127
2019
Q3 		$450K Sell
10,732
-828
-7% -$34.6K 0.11% 126
2019
Q2 		$483K Sell
11,560
-73,356
-86% -$3M 0.11% 128
2019
Q1 		$3.41M Sell
84,916
-524
-0.6% -$20.2K 0.76% 19
2018
Q4 		$2.95M Sell
85,440
-59,320
-41% -$2.23M 0.74% 22
2018
Q3 		$5.94M Buy
144,760
+43,552
+43% +$1.78M 1.26% 18
2018
Q2 		$3.99M Sell
101,208
-2,428
-2% -$95.3K 0.89% 23
2018
Q1 		$4M Buy
103,636
+7,336
+8% +$289K 0.9% 24
2017
Q4 		$3.73M Sell
96,300
-18,208
-16% -$687K 1.24% 19
2017
Q3 		$4.21M Sell
114,508
-5,504
-5% -$199K 0.99% 24
2017
Q2 		$4.28M Sell
120,012
-20,476
-15% -$724K 1.45% 16
2017
Q1 		$4.89M Buy
140,488
+93,108
+197% +$3.2M 1.24% 18
2016
Q4 		$1.56M Buy
+47,380
New +$1.53M 0.46% 32

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jaffetilchin Investment Partners's VO Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.18% in Q1 2026, buying an estimated $1.19K and bringing the position to 9,068 shares worth $651K. The position accounts for 0.04% of the portfolio, ranked #236.

Jaffetilchin Investment Partners first reported a position in VO in Q4 2016 and has held it in 31 quarters since. The position peaked at $5.94M in Q3 2018. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Jaffetilchin Investment Partners held 9,068 shares of Vanguard Morningstar Mid-Cap ETF worth $651K as of Q1 2026.
  • Jaffetilchin Investment Partners bought 16 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $1.19K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.04% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #236 holding.
  • Jaffetilchin Investment Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2016 and has held it in 31 quarters since.
  • Jaffetilchin Investment Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $5.94M in Q3 2018.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.