TD Private Client Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

TD Private Client Wealth’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	$37.2M	Buy	461,813 +38,685	+9%	+$3M	0.68%	31
2026 Q1	$30.4M	Buy	423,128 +34,764	+9%	+$2.58M	0.63%	31
2025 Q4	$28.2M	Buy	388,364 +120,112	+45%	+$8.74M	0.6%	35
2025 Q3	$19.7M	Buy	268,252 +37,984	+16%	+$2.73M	0.44%	43
2025 Q2	$16.1M	Buy	230,268 +10,900	+5%	+$715K	0.4%	44
2025 Q1	$14.2M	Buy	219,368 +26,744	+14%	+$1.79M	0.39%	47
2024 Q4	$12.7M	Sell	192,624 -272	-0.1%	-$18.5K	0.36%	51
2024 Q3	$12.7M	Sell	192,896 -6,876	-3%	-$432K	0.37%	48
2024 Q2	$12.1M	Buy	199,772 +4,468	+2%	+$272K	0.38%	47
2024 Q1	$12.2M	Buy	195,304 +5,600	+3%	+$331K	0.4%	47
2023 Q4	$11M	Buy	189,704 +20,704	+12%	+$1.11M	0.4%	49
2023 Q3	$8.8M	Buy	169,000 +9,512	+6%	+$522K	0.38%	45
2023 Q2	$8.78M	Buy	159,488 +14,320	+10%	+$751K	0.38%	48
2023 Q1	$7.65M	Buy	145,168 +4,644	+3%	+$247K	0.34%	53
2022 Q4	$7.16M	Buy	140,524 +27,748	+25%	+$1.41M	0.34%	58
2022 Q3	$5.3M	Buy	112,776 +12,648	+13%	+$661K	0.27%	81
2022 Q2	$4.93M	Buy	100,128 +7,888	+9%	+$426K	0.24%	94
2022 Q1	$5.48M	Buy	92,240 +13,780	+18%	+$808K	0.23%	98
2021 Q4	$5M	Buy	78,460 +12	+0%	+$752	0.21%	107
2021 Q3	$4.64M	Sell	78,448 -4,024	-5%	-$243K	0.2%	113
2021 Q2	$4.89M	Sell	82,472 -768	-0.9%	-$44.5K	0.21%	103
2021 Q1	$4.61M	Buy	83,240 +9,448	+13%	+$513K	0.22%	110
2020 Q4	$3.81M	Sell	73,792 -9,332	-11%	-$452K	0.19%	125
2020 Q3	$3.66M	Buy	83,124 +588	+0.7%	+$25.6K	0.21%	111
2020 Q2	$3.38M	Buy	82,536 +8,688	+12%	+$333K	0.2%	113
2020 Q1	$2.43M	Sell	73,848 -15,156	-17%	-$628K	0.17%	123
2019 Q4	$4.08M	Buy	+89,004	New	+$3.82M	0.24%	99

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

TD Private Client Wealth's VO Position: Q2 2026 in Review

TD Private Client Wealth increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 9.1% in Q2 2026, buying an estimated $3M and bringing the position to 461,813 shares worth $37.2M. The position accounts for 0.68% of the portfolio, ranked #31.

TD Private Client Wealth first reported a position in VO in Q4 2019 and has held it in 27 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

TD Private Client Wealth held 461,813 shares of Vanguard Morningstar Mid-Cap ETF worth $37.2M as of Q2 2026.
TD Private Client Wealth bought 38,685 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $3M.
Vanguard Morningstar Mid-Cap ETF made up 0.68% of TD Private Client Wealth's portfolio in Q2 2026, its #31 holding.
TD Private Client Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.