TABR Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

TABR Capital Management’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	$1.27M	Buy	16,236 +399	+3%	+$32.5K	0.93%	19
2026 Q2	$1.28M	Buy	15,837 +517	+3%	+$40.1K	1.09%	16
2026 Q1	$1.1M	Sell	15,320 -868	-5%	-$64.5K	1.01%	16
2025 Q4	$1.17M	Buy	16,188 +1,664	+11%	+$121K	0.78%	16
2025 Q3	$1.06M	Sell	14,524 -196	-1%	-$14.1K	0.73%	13
2025 Q2	$1.03M	Buy	14,720 +628	+4%	+$41.2K	0.88%	15
2025 Q1	$911K	Sell	14,092 -1,516	-10%	-$102K	0.95%	16
2024 Q4	$1.03M	Buy	+15,608	New	+$1.06M	0.9%	16

Other funds holding VO

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

TABR Capital Management's VO Position: Q3 2026 in Review

TABR Capital Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.5% in Q3 2026, buying an estimated $32.5K and bringing the position to 16,236 shares worth $1.27M. The position accounts for 0.93% of the portfolio, ranked #19.

TABR Capital Management first reported a position in VO in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.28M in Q2 2026. 1,651 funds tracked by Wall St. Rank hold VO as of Q3 2026.

TABR Capital Management held 16,236 shares of Vanguard Morningstar Mid-Cap ETF worth $1.27M as of Q3 2026.
TABR Capital Management bought 399 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $32.5K.
Vanguard Morningstar Mid-Cap ETF made up 0.93% of TABR Capital Management's portfolio in Q3 2026, its #19 holding.
TABR Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
TABR Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $1.28M in Q2 2026.
1,651 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on TABR Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.