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TFG Advisers’s Vanguard Mid-Cap ETF VO Stock Holding History

TFG Advisers’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
2025
Q2 		$1.02M Sell
14,592
-24
-0.2% -$1.57K 0.35% 74
2025
Q1 		$945K Sell
14,616
-120
-0.8% -$8.05K 0.34% 78
2024
Q4 		$973K Sell
14,736
-36
-0.2% -$2.44K 0.35% 78
2024
Q3 		$974K Sell
14,772
-224
-1% -$14.1K 0.35% 76
2024
Q2 		$908K Sell
14,996
-180
-1% -$10.9K 0.35% 76
2024
Q1 		$948K Sell
15,176
-2,644
-15% -$156K 0.37% 75
2023
Q4 		$1.04M Sell
17,820
-400
-2% -$21.4K 0.43% 66
2023
Q3 		$949K Sell
18,220
-20
-0.1% -$1.1K 0.45% 63
2023
Q2 		$1M Buy
18,240
+216
+1% +$11.3K 0.46% 63
2023
Q1 		$950K Buy
18,024
+88
+0.5% +$4.68K 0.46% 63
2022
Q4 		$914K Buy
17,936
+644
+4% +$32.8K 0.47% 61
2022
Q3 		$813K Buy
17,292
+112
+0.7% +$5.85K 0.45% 62
2022
Q2 		$846K Sell
17,180
-120
-0.7% -$6.48K 0.45% 69
2022
Q1 		$1.03M Buy
17,300
+716
+4% +$42K 0.47% 59
2021
Q4 		$1.06M Buy
16,584
+656
+4% +$41.1K 0.46% 63
2021
Q3 		$943K Buy
15,928
+520
+3% +$31.4K 0.46% 66
2021
Q2 		$914K Buy
15,408
+300
+2% +$17.4K 0.44% 67
2021
Q1 		$836K Buy
15,108
+2,768
+22% +$150K 0.43% 69
2020
Q4 		$637K Buy
12,340
+1,660
+16% +$80.4K 0.33% 85
2020
Q3 		$470K Buy
10,680
+184
+2% +$8.02K 0.27% 98
2020
Q2 		$430K Buy
10,496
+844
+9% +$32.3K 0.28% 97
2020
Q1 		$317K Buy
9,652
+48
+0.5% +$1.99K 0.25% 104
2019
Q4 		$427K Buy
9,604
+596
+7% +$25.6K 0.24% 100
2019
Q3 		$377K Sell
9,008
-92
-1% -$3.84K 0.25% 108
2019
Q2 		$380K Sell
9,100
-348
-4% -$14.2K 0.26% 108
2019
Q1 		$379K Sell
9,448
-452
-5% -$17.4K 0.27% 110
2018
Q4 		$342K Buy
+9,900
New +$372K 0.29% 108

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TFG Advisers's VO Position: Q2 2025 in Review

TFG Advisers reduced its Vanguard Mid-Cap ETF (VO) stake by 0.16% in Q2 2025, selling an estimated $1.57K and leaving 14,592 shares worth $1.02M. The position accounts for 0.35% of the portfolio, ranked #74.

TFG Advisers first reported a position in VO in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.06M in Q4 2021. 2,168 funds tracked by Wall St. Rank hold VO as of Q2 2025.

  • TFG Advisers held 14,592 shares of Vanguard Mid-Cap ETF worth $1.02M as of Q2 2025.
  • TFG Advisers sold 24 Vanguard Mid-Cap ETF shares in Q2 2025, an estimated $1.57K.
  • Vanguard Mid-Cap ETF made up 0.35% of TFG Advisers's portfolio in Q2 2025, its #74 holding.
  • TFG Advisers first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and has held it in 27 quarters since.
  • TFG Advisers's Vanguard Mid-Cap ETF position peaked at $1.06M in Q4 2021.
  • 2,168 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.