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Tidal Investments’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Tidal Investments’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 		$7.94M Buy
98,590
+25,662
+35% +$1.99M 0.01% 778
2026
Q1 		$5.24M Buy
72,928
+15,032
+26% +$1.12M 0.01% 791
2025
Q4 		$4.2M Buy
57,896
+45,964
+385% +$3.34M 0.01% 713
2025
Q3 		$876K Buy
+11,932
New +$857K ﹤0.01% 1278
2025
Q1 		– Sell
-7,248
Closed -$479K – 2031
2024
Q4 		$479K Sell
7,248
-31,692
-81% -$2.15M ﹤0.01% 1410
2024
Q3 		$2.57M Buy
38,940
+24,200
+164% +$1.52M 0.03% 533
2024
Q2 		$892K Buy
14,740
+3,396
+30% +$206K 0.01% 955
2024
Q1 		$709K Sell
11,344
-22,116
-66% -$1.31M 0.01% 1044
2023
Q4 		$1.95M Buy
33,460
+4,560
+16% +$244K 0.05% 370
2023
Q3 		$1.5M Sell
28,900
-13,896
-32% -$762K 0.05% 400
2023
Q2 		$2.35M Sell
42,796
-65,804
-61% -$3.45M 0.07% 276
2023
Q1 		$5.73M Buy
108,600
+24,644
+29% +$1.31M 0.19% 101
2022
Q4 		$4.28M Buy
+83,956
New +$4.28M 0.16% 135

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

Tidal Investments's VO Position: Q2 2026 in Review

Tidal Investments increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 35% in Q2 2026, buying an estimated $1.99M and bringing the position to 98,590 shares worth $7.94M. The position accounts for 0.01% of the portfolio, ranked #778.

Tidal Investments first reported a position in VO in Q4 2022 and has held it in 13 quarters since. 2,489 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Tidal Investments held 98,590 shares of Vanguard Morningstar Mid-Cap ETF worth $7.94M as of Q2 2026.
  • Tidal Investments bought 25,662 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.99M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of Tidal Investments's portfolio in Q2 2026, its #778 holding.
  • Tidal Investments first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 13 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.