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TFC Financial Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

TFC Financial Management’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 		$540K Sell
6,697
-10,007
-60% -$776K 0.06% 79
2026
Q1 		$1.2M Buy
16,704
+48
+0.3% +$3.57K 0.15% 49
2025
Q4 		$1.21M Buy
16,656
+92
+0.6% +$6.69K 0.15% 48
2025
Q3 		$1.22M Buy
16,564
+16
+0.1% +$1.15K 0.16% 47
2025
Q2 		$1.16M Sell
16,548
-32
-0.2% -$2.1K 0.16% 44
2025
Q1 		$1.07M Buy
16,580
+56
+0.3% +$3.76K 0.16% 44
2024
Q4 		$1.09M Buy
16,524
+48
+0.3% +$3.26K 0.17% 42
2024
Q3 		$1.09M Sell
16,476
-12
-0.1% -$753 0.17% 41
2024
Q2 		$998K Sell
16,488
-164
-1% -$9.97K 0.18% 44
2024
Q1 		$1.04M Buy
16,652
+736
+5% +$43.5K 0.18% 43
2023
Q4 		$926K Buy
15,916
+5,088
+47% +$272K 0.19% 44
2023
Q3 		$564K Buy
10,828
+820
+8% +$45K 0.13% 57
2023
Q2 		$551K Buy
10,008
+564
+6% +$29.6K 0.14% 56
2023
Q1 		$498K Buy
9,444
+36
+0.4% +$1.92K 0.13% 60
2022
Q4 		$479K Buy
9,408
+460
+5% +$23.4K 0.14% 60
2022
Q3 		$421K Buy
8,948
+604
+7% +$31.6K 0.13% 60
2022
Q2 		$411K Buy
8,344
+204
+3% +$11K 0.12% 61
2022
Q1 		$484K Hold
8,140
– – 0.14% 55
2021
Q4 		$518K Hold
8,140
– – 0.16% 51
2021
Q3 		$482K Hold
8,140
– – 0.16% 51
2021
Q2 		$483K Hold
8,140
– – 0.17% 50
2021
Q1 		$450K Hold
8,140
– – 0.18% 50
2020
Q4 		$421K Buy
8,140
+3,760
+86% +$182K 0.18% 55
2020
Q3 		$193K Buy
+4,380
New +$191K 0.1% 75

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TFC Financial Management's VO Position: Q2 2026 in Review

TFC Financial Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 60% in Q2 2026, selling an estimated $776K and leaving 6,697 shares worth $540K. The position accounts for 0.06% of the portfolio, ranked #79.

TFC Financial Management first reported a position in VO in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.22M in Q3 2025. 1,416 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • TFC Financial Management held 6,697 shares of Vanguard Morningstar Mid-Cap ETF worth $540K as of Q2 2026.
  • TFC Financial Management sold 10,007 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $776K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.06% of TFC Financial Management's portfolio in Q2 2026, its #79 holding.
  • TFC Financial Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • TFC Financial Management's Vanguard Morningstar Mid-Cap ETF position peaked at $1.22M in Q3 2025.
  • 1,416 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.