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

Tidemark’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 		$129K Buy
+1,596
New +$124K 0.03% 200
2025
Q3 		– Sell
-280
Closed -$19.6K – 706
2025
Q2 		$19.6K Hold
280
– – 0.01% 370
2025
Q1 		$18.1K Sell
280
-128
-31% -$8.59K 0.01% 354
2024
Q4 		$26.9K Buy
408
+56
+16% +$3.8K 0.01% 320
2024
Q3 		$23.4K Hold
352
– – 0.01% 312
2024
Q2 		$21.4K Buy
352
+76
+28% +$4.62K 0.01% 314
2024
Q1 		$17.3K Buy
276
+4
+1% +$236 0.01% 356
2023
Q4 		$15.9K Buy
+272
New +$14.5K 0.01% 364

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

Tidemark's VO Position: Q2 2026 in Review

Tidemark opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 1,596 shares worth $129K. The stake represents 0.03% of the portfolio and ranks #200 among its holdings. This is a return to the name: Tidemark previously reported a position in VO as recently as Q2 2025.

Tidemark first reported a position in VO in Q4 2023 and has held it in 8 quarters since. 2,489 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Tidemark held 1,596 shares of Vanguard Morningstar Mid-Cap ETF worth $129K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF was a new Tidemark position in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.03% of Tidemark's portfolio in Q2 2026, its #200 holding.
  • Tidemark first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 8 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.