TCV Trust & Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $50M | Sell |
620,012
-5,948
| -1% | -$461K | 3.78% | 5 |
|
|
2026
Q1 | $44.9M | Sell |
625,960
-2,492
| -0.4% | -$185K | 3.77% | 4 |
|
|
2025
Q4 | $45.6M | Buy |
628,452
+6,860
| +1% | +$499K | 3.68% | 5 |
|
|
2025
Q3 | $45.6M | Sell |
621,592
-6,396
| -1% | -$459K | 3.82% | 4 |
|
|
2025
Q2 | $43.9M | Sell |
627,988
-7,320
| -1% | -$480K | 3.84% | 4 |
|
|
2025
Q1 | $41.1M | Sell |
635,308
-4,980
| -0.8% | -$334K | 3.81% | 4 |
|
|
2024
Q4 | $42.3M | Sell |
640,288
-1,496
| -0.2% | -$102K | 3.91% | 3 |
|
|
2024
Q3 | $42.3M | Sell |
641,784
-1,088
| -0.2% | -$68.3K | 3.79% | 2 |
|
|
2024
Q2 | $38.9M | Sell |
642,872
-4,728
| -0.7% | -$287K | 3.71% | 3 |
|
|
2024
Q1 | $40.5M | Sell |
647,600
-7,928
| -1% | -$469K | 3.88% | 2 |
|
|
2023
Q4 | $38.1M | Sell |
655,528
-1,792
| -0.3% | -$95.7K | 3.85% | 3 |
|
|
2023
Q3 | $34.2M | Buy |
657,320
+384
| +0.1% | +$21.1K | 3.77% | 2 |
|
|
2023
Q2 | $36.2M | Sell |
656,936
-596
| -0.1% | -$31.2K | 3.84% | 2 |
|
|
2023
Q1 | $34.7M | Sell |
657,532
-2,448
| -0.4% | -$130K | 3.85% | 2 |
|
|
2022
Q4 | $33.6M | Sell |
659,980
-3,108
| -0.5% | -$158K | 3.82% | 1 |
|
|
2022
Q3 | $31.2M | Buy |
663,088
+10,720
| +2% | +$560K | 3.96% | 2 |
|
|
2022
Q2 | $32.1M | Buy |
652,368
+15,028
| +2% | +$812K | 3.85% | 2 |
|
|
2022
Q1 | $37.9M | Buy |
637,340
+40
| +0% | +$2.35K | 4.04% | 2 |
|
|
2021
Q4 | $40.6M | Sell |
637,300
-4,516
| -0.7% | -$283K | 4.05% | 2 |
|
|
2021
Q3 | $38M | Buy |
641,816
+1,220
| +0.2% | +$73.7K | 4.21% | 2 |
|
|
2021
Q2 | $38.1M | Sell |
640,596
-9,516
| -1% | -$552K | 4.16% | 2 |
|
|
2021
Q1 | $36M | Sell |
650,112
-14,828
| -2% | -$805K | 4.17% | 2 |
|
|
2020
Q4 | $34.4M | Sell |
664,940
-11,536
| -2% | -$559K | 4.17% | 2 |
|
|
2020
Q3 | $29.8M | Sell |
676,476
-5,848
| -0.9% | -$255K | 4.01% | 2 |
|
|
2020
Q2 | $28M | Sell |
682,324
-1,608
| -0.2% | -$61.6K | 3.96% | 2 |
|
|
2020
Q1 | $22.5M | Sell |
683,932
-49,880
| -7% | -$2.07M | 3.7% | 2 |
|
|
2019
Q4 | $32.7M | Sell |
733,812
-2,868
| -0.4% | -$123K | 3.97% | 1 |
|
|
2019
Q3 | $30.9M | Sell |
736,680
-5,188
| -0.7% | -$217K | 3.99% | 1 |
|
|
2019
Q2 | $31M | Sell |
741,868
-5,436
| -0.7% | -$222K | 4.02% | 1 |
|
|
2019
Q1 | $30M | Buy |
747,304
+10,776
| +1% | +$414K | 3.97% | 1 |
|
|
2018
Q4 | $25.4M | Buy |
736,528
+5,728
| +0.8% | +$215K | 3.73% | 1 |
|
|
2018
Q3 | $30M | Sell |
730,800
-12,304
| -2% | -$502K | 4% | 2 |
|
|
2018
Q2 | $29.3M | Buy |
743,104
+12,240
| +2% | +$480K | 4.1% | 2 |
|
|
2018
Q1 | $28.2M | Sell |
730,864
-7,072
| -1% | -$278K | 4.04% | 1 |
|
|
2017
Q4 | $28.6M | Sell |
737,936
-8,044
| -1% | -$304K | 3.99% | 1 |
|
|
2017
Q3 | $27.4M | Sell |
745,980
-7,604
| -1% | -$274K | 4.06% | 1 |
|
|
2017
Q2 | $26.9M | Sell |
753,584
-604
| -0.1% | -$21.3K | 4.06% | 1 |
|
|
2017
Q1 | $26.3M | Buy |
754,188
+436
| +0.1% | +$15K | 4.01% | 1 |
|
|
2016
Q4 | $24.8M | Buy |
753,752
+3,184
| +0.4% | +$103K | 4.02% | 2 |
|
|
2016
Q3 | $24.3M | Buy |
750,568
+13,096
| +2% | +$420K | 4.11% | 1 |
|
|
2016
Q2 | $22.8M | Buy |
737,472
+11,816
| +2% | +$361K | 3.96% | 1 |
|
|
2016
Q1 | $22M | Buy |
725,656
+19,976
| +3% | +$565K | 3.96% | 2 |
|
|
2015
Q4 | $21.2M | Sell |
705,680
-2,604
| -0.4% | -$79.4K | 3.76% | 3 |
|
|
2015
Q3 | $20.7M | Buy |
708,284
+8,960
| +1% | +$279K | 3.73% | 4 |
|
|
2015
Q2 | $22.3M | Buy |
699,324
+12,480
| +2% | +$405K | 3.66% | 4 |
|
|
2015
Q1 | $22.8M | Buy |
686,844
+20,304
| +3% | +$638K | 3.68% | 4 |
|
|
2014
Q4 | $20.6M | Buy |
666,540
+5,964
| +0.9% | +$180K | 3.39% | 4 |
|
|
2014
Q3 | $19.4M | Sell |
660,576
-3,480
| -0.5% | -$103K | 3.27% | 5 |
|
|
2014
Q2 | $19.7M | Buy |
664,056
+25,636
| +4% | +$732K | 3.22% | 5 |
|
|
2014
Q1 | $18.1M | Buy |
638,420
+5,576
| +0.9% | +$155K | 3.06% | 6 |
|
|
2013
Q4 | $17.4M | Sell |
632,844
-35,820
| -5% | -$954K | 2.97% | 6 |
|
|
2013
Q3 | $17.1M | Sell |
668,664
-4,328
| -0.6% | -$109K | 3.34% | 6 |
|
|
2013
Q2 | $16M | Buy |
+672,992
| New | +$16M | 3.27% | 6 |
|
Other funds holding VO
JFG
BTCPP
SWM
MPWT
IPW
CPIG
KAS
CCA
TCV Trust & Wealth Management's VO Position: Q2 2026 in Review
TCV Trust & Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.95% in Q2 2026, selling an estimated $461K and leaving 620,012 shares worth $50M. The position accounts for 3.78% of the portfolio, ranked #5.
TCV Trust & Wealth Management first reported a position in VO in Q2 2013 and has held it in 53 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- TCV Trust & Wealth Management held 620,012 shares of Vanguard Morningstar Mid-Cap ETF worth $50M as of Q2 2026.
- TCV Trust & Wealth Management sold 5,948 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $461K.
- Vanguard Morningstar Mid-Cap ETF made up 3.78% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #5 holding.
- TCV Trust & Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
- 1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.