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

TFB 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	$642K	Sell	7,964 -3,944	-33%	-$306K	0.28%	93
2026 Q1	$855K	Sell	11,908 -3,804	-24%	-$283K	0.45%	51
2025 Q4	$1.14M	Sell	15,712 -88	-0.6%	-$6.4K	0.32%	70
2025 Q3	$1.15M	Sell	15,800 -2,120	-12%	-$152K	0.34%	67
2025 Q2	$1.25M	Buy	17,920 +592	+3%	+$38.9K	0.33%	72
2025 Q1	$1.12M	Sell	17,328 -120	-0.7%	-$8.05K	0.32%	72
2024 Q4	$1.15M	Buy	17,448 +504	+3%	+$34.2K	0.33%	69
2024 Q3	$1.12M	Sell	16,944 -1,504	-8%	-$94.4K	0.33%	70
2024 Q2	$1.12M	Buy	18,448 +384	+2%	+$23.3K	0.36%	63
2024 Q1	$1.07M	Buy	18,064 +8,160	+82%	+$482K	0.39%	59
2023 Q4	$576K	Buy	+9,904	New	+$529K	0.3%	81
2023 Q3	–	Sell	-15,460	Closed	-$851K	–	225
2023 Q2	$851K	Buy	15,460 +6,996	+83%	+$367K	0.37%	67
2023 Q1	$446K	Buy	8,464 +160	+2%	+$8.51K	0.34%	56
2022 Q4	$423K	Buy	+8,304	New	+$423K	0.35%	58

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

TFB Advisors's VO Position: Q2 2026 in Review

TFB Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 33% in Q2 2026, selling an estimated $306K and leaving 7,964 shares worth $642K. The position accounts for 0.28% of the portfolio, ranked #93.

TFB Advisors first reported a position in VO in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.25M in Q2 2025. 2,485 funds tracked by Wall St. Rank hold VO as of Q2 2026.

TFB Advisors held 7,964 shares of Vanguard Morningstar Mid-Cap ETF worth $642K as of Q2 2026.
TFB Advisors sold 3,944 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $306K.
Vanguard Morningstar Mid-Cap ETF made up 0.28% of TFB Advisors's portfolio in Q2 2026, its #93 holding.
TFB Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
TFB Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $1.25M in Q2 2025.
2,485 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on TFB Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.