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

Tectonic 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 		$28.7M Buy
355,628
+17,344
+5% +$1.34M 1.38% 13
2026
Q1 		$24.3M Buy
338,284
+4,812
+1% +$358K 1.28% 13
2025
Q4 		$24.2M Buy
333,472
+21,732
+7% +$1.58M 1.28% 14
2025
Q3 		$22.9M Buy
311,740
+10,784
+4% +$774K 1.25% 15
2025
Q2 		$21.1M Buy
300,956
+12,784
+4% +$839K 1.22% 12
2025
Q1 		$18.6M Buy
288,172
+6,268
+2% +$421K 1.16% 13
2024
Q4 		$18.6M Buy
281,904
+8,216
+3% +$558K 1.21% 12
2024
Q3 		$18.1M Buy
273,688
+13,316
+5% +$836K 1.18% 12
2024
Q2 		$15.8M Buy
260,372
+9,396
+4% +$571K 1.14% 13
2024
Q1 		$15.7M Buy
250,976
+600
+0.2% +$35.5K 1.2% 13
2023
Q4 		$14.6M Buy
250,376
+132
+0.1% +$7.05K 1.22% 13
2023
Q3 		$13M Buy
250,244
+18,428
+8% +$1.01M 1.22% 12
2023
Q2 		$12.8M Buy
231,816
+18,040
+8% +$946K 1.57% 11
2023
Q1 		$11.3M Buy
213,776
+31,084
+17% +$1.65M 1.54% 11
2022
Q4 		$9.31M Buy
182,692
+6,420
+4% +$327K 1.44% 11
2022
Q3 		$8.28M Buy
176,272
+7,612
+5% +$398K 1.53% 12
2022
Q2 		$8.3M Buy
168,660
+15,204
+10% +$821K 1.52% 11
2022
Q1 		$9.12M Buy
153,456
+10,308
+7% +$605K 1.57% 10
2021
Q4 		$9.12M Buy
143,148
+20,712
+17% +$1.3M 1.63% 11
2021
Q3 		$7.25M Buy
122,436
+13,604
+13% +$822K 1.42% 13
2021
Q2 		$6.46M Buy
108,832
+12,320
+13% +$714K 1.33% 15
2021
Q1 		$5.34M Buy
96,512
+8,436
+10% +$458K 1.33% 16
2020
Q4 		$4.55M Buy
+88,076
New +$4.26M 1.24% 18

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Tectonic Advisors's VO Position: Q2 2026 in Review

Tectonic Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.1% in Q2 2026, buying an estimated $1.34M and bringing the position to 355,628 shares worth $28.7M. The position accounts for 1.38% of the portfolio, ranked #13.

Tectonic Advisors first reported a position in VO in Q4 2020 and has held it in 23 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Tectonic Advisors held 355,628 shares of Vanguard Morningstar Mid-Cap ETF worth $28.7M as of Q2 2026.
  • Tectonic Advisors bought 17,344 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.34M.
  • Vanguard Morningstar Mid-Cap ETF made up 1.38% of Tectonic Advisors's portfolio in Q2 2026, its #13 holding.
  • Tectonic Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Tectonic Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.