Tennessee Valley Asset Management Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Tennessee Valley Asset Management Partners’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	$231K	Buy	+2,864	New	+$222K	0.03%	190
2024 Q1	–	Sell	-844	Closed	-$49.1K	–	753
2023 Q4	$49.1K	Buy	+844	New	+$45.1K	0.01%	238

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 22.9% 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

Tennessee Valley Asset Management Partners's VO Position: Q2 2026 in Review

Tennessee Valley Asset Management Partners opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 2,864 shares worth $231K. The stake represents 0.03% of the portfolio and ranks #190 among its holdings. This is a return to the name: Tennessee Valley Asset Management Partners previously reported a position in VO as recently as Q4 2023.

Tennessee Valley Asset Management Partners first reported a position in VO in Q4 2023 and has held it in 2 quarters since. 2,493 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Tennessee Valley Asset Management Partners held 2,864 shares of Vanguard Morningstar Mid-Cap ETF worth $231K as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new Tennessee Valley Asset Management Partners position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Tennessee Valley Asset Management Partners's portfolio in Q2 2026, its #190 holding.
Tennessee Valley Asset Management Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 2 quarters since.
2,493 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q2 2026, filed 10 Aug 2026.