TrueNorth Wealth & Impact, LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

TrueNorth Wealth & Impact, LLC’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 Q3	$1.21M	Buy	+15,402	New	+$1.25M	0.46%	44

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's VO Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2026: 15,402 shares worth $1.21M. The stake represents 0.46% of the portfolio and ranks #44 among its holdings.

2,270 funds tracked by Wall St. Rank hold VO as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 15,402 shares of Vanguard Morningstar Mid-Cap ETF worth $1.21M as of Q3 2026.
Vanguard Morningstar Mid-Cap ETF was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.46% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #44 holding.
2,270 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.