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 Q2	$779K	Sell	9,666 -1,030	-10%	-$79.9K	0.22%	97
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

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

TFR Capital's VO Position: Q2 2026 in Review

TFR Capital reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 9.6% in Q2 2026, selling an estimated $79.9K and leaving 9,666 shares worth $779K. The position accounts for 0.22% of the portfolio, ranked #97.

TFR Capital first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $802K in Q3 2025. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

TFR Capital held 9,666 shares of Vanguard Morningstar Mid-Cap ETF worth $779K as of Q2 2026.
TFR Capital sold 1,030 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $79.9K.
Vanguard Morningstar Mid-Cap ETF made up 0.22% of TFR Capital's portfolio in Q2 2026, its #97 holding.
TFR Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
TFR Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $802K in Q3 2025.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on TFR Capital's 13F filing for Q2 2026, filed 6 Aug 2026.