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TFR Capital’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

TFR Capital’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
Q1 		$768K Sell
10,696
-4
-0% -$297 0.24% 89
2025
Q4 		$776K Sell
10,700
-220
-2% -$16K 0.26% 82
2025
Q3 		$802K Sell
10,920
-104
-0.9% -$7.47K 0.27% 79
2025
Q2 		$771K Buy
11,024
+412
+4% +$27K 0.28% 80
2025
Q1 		$686K Buy
10,612
+540
+5% +$36.2K 0.29% 81
2024
Q4 		$665K Buy
+10,072
New +$684K 0.33% 62

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

TFR Capital's VO Position: Q1 2026 in Review

TFR Capital reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.04% in Q1 2026, selling an estimated $297 and leaving 10,696 shares worth $768K. The position accounts for 0.24% of the portfolio, ranked #89.

TFR Capital first reported a position in VO in Q4 2024 and has held it in 6 quarters since. The position peaked at $802K in Q3 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • TFR Capital held 10,696 shares of Vanguard Morningstar Mid-Cap ETF worth $768K as of Q1 2026.
  • TFR Capital sold 4 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $297.
  • Vanguard Morningstar Mid-Cap ETF made up 0.24% of TFR Capital's portfolio in Q1 2026, its #89 holding.
  • TFR Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • TFR Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $802K in Q3 2025.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on TFR Capital's 13F filing for Q1 2026, filed 4 May 2026.