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Thoroughbred Financial Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Thoroughbred Financial Services’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 		$3.72M Buy
46,221
+1,073
+2% +$83.2K 0.18% 112
2026
Q1 		$3.24M Buy
45,148
+988
+2% +$73.4K 0.19% 109
2025
Q4 		$3.2M Buy
44,160
+2,044
+5% +$149K 0.19% 108
2025
Q3 		$3.09M Buy
42,116
+556
+1% +$39.9K 0.19% 114
2025
Q2 		$2.91M Buy
41,560
+4,624
+13% +$304K 0.2% 108
2025
Q1 		$2.39M Buy
36,936
+2,916
+9% +$196K 0.15% 149
2024
Q4 		$2.25M Sell
34,020
-1,628
-5% -$111K 0.14% 145
2024
Q3 		$2.35M Sell
35,648
-2,844
-7% -$179K 0.15% 126
2024
Q2 		$2.33M Buy
38,492
+224
+0.6% +$13.6K 0.16% 129
2024
Q1 		$2.39M Sell
38,268
-5,964
-13% -$352K 0.23% 94
2023
Q4 		$2.57M Sell
44,232
-424
-0.9% -$22.7K 0.21% 103
2023
Q3 		$2.32M Buy
44,656
+6,164
+16% +$338K 0.23% 90
2023
Q2 		$2.12M Sell
38,492
-1,736
-4% -$91K 0.28% 84
2023
Q1 		$2.12M Buy
40,228
+3,856
+11% +$205K 0.31% 79
2022
Q4 		$1.85M Sell
36,372
-3,080
-8% -$157K 0.3% 85
2022
Q3 		$1.85M Buy
39,452
+916
+2% +$47.9K 0.35% 78
2022
Q2 		$1.9M Sell
38,536
-652
-2% -$35.2K 0.35% 74
2022
Q1 		$2.33M Buy
39,188
+14,184
+57% +$832K 0.38% 63
2021
Q4 		$1.59M Buy
25,004
+4,384
+21% +$275K 0.33% 75
2021
Q3 		$1.22M Buy
20,620
+1,272
+7% +$76.9K 0.3% 85
2021
Q2 		$1.15M Buy
19,348
+144
+0.7% +$8.35K 0.29% 85
2021
Q1 		$1.06M Buy
19,204
+1,632
+9% +$88.6K 0.3% 91
2020
Q4 		$908K Buy
17,572
+2,928
+20% +$142K 0.28% 90
2020
Q3 		$645K Buy
14,644
+1,804
+14% +$78.6K 0.24% 107
2020
Q2 		$526K Buy
12,840
+5,796
+82% +$222K 0.22% 118
2020
Q1 		$232K Buy
+7,044
New +$292K 0.08% 212

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Thoroughbred Financial Services's VO Position: Q2 2026 in Review

Thoroughbred Financial Services increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.4% in Q2 2026, buying an estimated $83.2K and bringing the position to 46,221 shares worth $3.72M. The position accounts for 0.18% of the portfolio, ranked #112.

Thoroughbred Financial Services first reported a position in VO in Q1 2020 and has held it in 26 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Thoroughbred Financial Services held 46,221 shares of Vanguard Morningstar Mid-Cap ETF worth $3.72M as of Q2 2026.
  • Thoroughbred Financial Services bought 1,073 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $83.2K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.18% of Thoroughbred Financial Services's portfolio in Q2 2026, its #112 holding.
  • Thoroughbred Financial Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.