TBH Global Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

TBH Global Asset 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 Q2	$327K	Sell	4,058 -274	-6%	-$21.2K	0.06%	224
2026 Q1	$311K	Buy	+4,332	New	+$322K	0.06%	210
2025 Q4	–	Sell	-4,392	Closed	-$322K	–	287
2025 Q3	$322K	Buy	+4,392	New	+$315K	0.06%	213
2025 Q1	–	Sell	-5,508	Closed	-$364K	–	222
2024 Q4	$364K	Hold	5,508	–	–	0.09%	180
2024 Q3	$363K	Buy	+5,508	New	+$346K	0.08%	189

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

TBH Global Asset Management's VO Position: Q2 2026 in Review

TBH Global Asset Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.3% in Q2 2026, selling an estimated $21.2K and leaving 4,058 shares worth $327K. The position accounts for 0.06% of the portfolio, ranked #224.

TBH Global Asset Management first reported a position in VO in Q3 2024 and has held it in 5 quarters since. The position peaked at $364K in Q4 2024. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

TBH Global Asset Management held 4,058 shares of Vanguard Morningstar Mid-Cap ETF worth $327K as of Q2 2026.
TBH Global Asset Management sold 274 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $21.2K.
Vanguard Morningstar Mid-Cap ETF made up 0.06% of TBH Global Asset Management's portfolio in Q2 2026, its #224 holding.
TBH Global Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 5 quarters since.
TBH Global Asset Management's Vanguard Morningstar Mid-Cap ETF position peaked at $364K in Q4 2024.
2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on TBH Global Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.