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

TME Financial’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
Q3 		$1.32M Buy
16,860
+813
+5% +$66.1K 0.81% 30
2026
Q2 		$1.29M Sell
16,047
-945
-6% -$73.3K 0.8% 31
2026
Q1 		$1.22M Buy
16,992
+672
+4% +$49.9K 0.85% 31
2025
Q4 		$1.18M Buy
16,320
+2,632
+19% +$191K 0.83% 31
2025
Q3 		$1.01M Buy
13,688
+644
+5% +$46.2K 0.75% 33
2025
Q2 		$913K Buy
13,044
+1,008
+8% +$66.2K 0.74% 35
2025
Q1 		$778K Buy
12,036
+1,288
+12% +$86.4K 0.68% 32
2024
Q4 		$709K Buy
+10,748
New +$730K 0.66% 32

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

TME Financial's VO Position: Q3 2026 in Review

TME Financial increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.1% in Q3 2026, buying an estimated $66.1K and bringing the position to 16,860 shares worth $1.32M. The position accounts for 0.81% of the portfolio, ranked #30.

TME Financial first reported a position in VO in Q4 2024 and has held it in 8 quarters since. 2,270 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • TME Financial held 16,860 shares of Vanguard Morningstar Mid-Cap ETF worth $1.32M as of Q3 2026.
  • TME Financial bought 813 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $66.1K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.81% of TME Financial's portfolio in Q3 2026, its #30 holding.
  • TME Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
  • 2,270 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on TME Financial's 13F filing for Q3 2026, filed 14 Oct 2026.