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

TKG Advisors’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	$219K	Buy	+2,712	New	+$210K	0.08%	90
2025 Q3	–	Sell	-3,040	Closed	-$213K	–	98
2025 Q2	$213K	Buy	+3,040	New	+$200K	0.1%	86
2025 Q1	–	Sell	-3,040	Closed	-$211K	–	93
2024 Q4	$211K	Hold	3,040	–	–	0.1%	89
2024 Q3	$201K	Sell	3,040 -316	-9%	-$19.8K	0.1%	92
2024 Q2	$203K	Hold	3,356	–	–	0.11%	92
2024 Q1	$210K	Buy	+3,356	New	+$198K	0.12%	91
2023 Q2	–	Sell	-5,596	Closed	-$295K	–	116
2023 Q1	$295K	Sell	5,596 -976	-15%	-$51.9K	0.18%	71
2022 Q4	$335K	Buy	+6,572	New	+$335K	0.22%	67

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 22.9% 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

TKG Advisors's VO Position: Q2 2026 in Review

TKG Advisors opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 2,712 shares worth $219K. The stake represents 0.08% of the portfolio and ranks #90 among its holdings. This is a return to the name: TKG Advisors previously reported a position in VO as recently as Q2 2025.

TKG Advisors first reported a position in VO in Q4 2022 and has held it in 8 quarters since. The position peaked at $335K in Q4 2022. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

TKG Advisors held 2,712 shares of Vanguard Morningstar Mid-Cap ETF worth $219K as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new TKG Advisors position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.08% of TKG Advisors's portfolio in Q2 2026, its #90 holding.
TKG Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 8 quarters since.
TKG Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $335K in Q4 2022.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on TKG Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.