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Tilia Fiduciary Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Tilia Fiduciary Partners’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 		$446K Buy
6,208
+480
+8% +$35.7K 0.24% 83
2025
Q4 		$415K Buy
5,728
+748
+15% +$54.4K 0.23% 81
2025
Q3 		$366K Buy
4,980
+640
+15% +$46K 0.21% 88
2025
Q2 		$304K Buy
4,340
+316
+8% +$20.7K 0.19% 97
2025
Q1 		$260K Buy
4,024
+740
+23% +$49.7K 0.17% 97
2024
Q4 		$217K Buy
+3,284
New +$223K 0.15% 104
2023
Q3 		– Sell
-1,512
Closed -$83.2K – 486
2023
Q2 		$83.2K Buy
1,512
+4
+0.3% +$210 0.07% 152
2023
Q1 		$79.5K Buy
1,508
+4
+0.3% +$213 0.08% 163
2022
Q4 		$76.7K Buy
1,504
+4
+0.3% +$204 0.07% 162
2022
Q3 		$71K Buy
1,500
+4
+0.3% +$209 0.07% 160
2022
Q2 		$74K Hold
1,496
– – 0.07% 165
2022
Q1 		$89K Buy
1,496
+4
+0.3% +$235 0.08% 161
2021
Q4 		$95K Buy
+1,492
New +$93.5K 0.08% 161

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

Tilia Fiduciary Partners's VO Position: Q1 2026 in Review

Tilia Fiduciary Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8.4% in Q1 2026, buying an estimated $35.7K and bringing the position to 6,208 shares worth $446K. The position accounts for 0.24% of the portfolio, ranked #83.

Tilia Fiduciary Partners first reported a position in VO in Q4 2021 and has held it in 13 quarters since. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Tilia Fiduciary Partners held 6,208 shares of Vanguard Morningstar Mid-Cap ETF worth $446K as of Q1 2026.
  • Tilia Fiduciary Partners bought 480 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $35.7K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.24% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #83 holding.
  • Tilia Fiduciary Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 13 quarters since.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.