Signal Tree Financial Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Signal Tree Financial 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 Q2	$870K	Buy	10,802 +846	+8%	+$65.6K	0.58%	26
2026 Q1	$715K	Sell	9,956 -720	-7%	-$53.5K	0.54%	27
2025 Q4	$775K	Buy	10,676 +340	+3%	+$24.7K	0.59%	28
2025 Q3	$758K	Buy	+10,336	New	+$742K	0.6%	28

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

Signal Tree Financial Partners's VO Position: Q2 2026 in Review

Signal Tree Financial Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8.5% in Q2 2026, buying an estimated $65.6K and bringing the position to 10,802 shares worth $870K. The position accounts for 0.58% of the portfolio, ranked #26.

Signal Tree Financial Partners first reported a position in VO in Q3 2025 and has held it in 4 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Signal Tree Financial Partners held 10,802 shares of Vanguard Morningstar Mid-Cap ETF worth $870K as of Q2 2026.
Signal Tree Financial Partners bought 846 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $65.6K.
Vanguard Morningstar Mid-Cap ETF made up 0.58% of Signal Tree Financial Partners's portfolio in Q2 2026, its #26 holding.
Signal Tree Financial Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Signal Tree Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.