Tactive Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Tactive Advisors’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	$1.38M	Sell	17,099 -461	-3%	-$35.7K	0.34%	66
2026 Q1	$1.26M	Sell	17,560 -256	-1%	-$19K	0.36%	72
2025 Q4	$1.29M	Sell	17,816 -3,420	-16%	-$249K	0.38%	64
2025 Q3	$1.56M	Buy	21,236 +2,700	+15%	+$194K	0.44%	59
2025 Q2	$1.3M	Buy	+18,536	New	+$1.22M	0.42%	65
2024 Q1	$272K	Sell	4,352 -80	-2%	-$4.73K	0.14%	106
2023 Q4	$258K	Sell	4,432 -676	-13%	-$36.1K	0.17%	75
2023 Q3	$266K	Buy	5,108 +560	+12%	+$30.7K	0.23%	52
2023 Q2	$250K	Buy	+4,548	New	+$238K	0.19%	58

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

Tactive Advisors's VO Position: Q2 2026 in Review

Tactive Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.6% in Q2 2026, selling an estimated $35.7K and leaving 17,099 shares worth $1.38M. The position accounts for 0.34% of the portfolio, ranked #66.

Tactive Advisors first reported a position in VO in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.56M in Q3 2025. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Tactive Advisors held 17,099 shares of Vanguard Morningstar Mid-Cap ETF worth $1.38M as of Q2 2026.
Tactive Advisors sold 461 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $35.7K.
Vanguard Morningstar Mid-Cap ETF made up 0.34% of Tactive Advisors's portfolio in Q2 2026, its #66 holding.
Tactive Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2023 and has held it in 9 quarters since.
Tactive Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $1.56M in Q3 2025.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.