Tolleson Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Tolleson Wealth Management’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	$232K	Hold	2,876	–	–	0.03%	92
2026 Q1	$206K	Hold	2,876	–	–	0.03%	92
2025 Q4	$209K	Buy	+2,876	New	+$209K	0.03%	90
2025 Q2	–	Sell	-4,016	Closed	-$260K	–	88
2025 Q1	$260K	Hold	4,016	–	–	0.05%	80
2024 Q4	$265K	Hold	4,016	–	–	0.05%	89
2024 Q3	$265K	Hold	4,016	–	–	0.05%	74
2024 Q2	$244K	Hold	4,016	–	–	0.05%	76
2024 Q1	$251K	Sell	4,016 -348	-8%	-$20.6K	0.05%	75
2023 Q4	$254K	Buy	4,364 +348	+9%	+$18.6K	0.05%	74
2023 Q3	$209K	Sell	4,016 -640	-14%	-$35.1K	0.05%	76
2023 Q2	$256K	Hold	4,656	–	–	0.06%	73
2023 Q1	$246K	Hold	4,656	–	–	0.06%	69
2022 Q4	$237K	Hold	4,656	–	–	0.06%	74
2022 Q3	$219K	Hold	4,656	–	–	0.07%	68
2022 Q2	$229K	Hold	4,656	–	–	0.06%	67
2022 Q1	$277K	Buy	+4,656	New	+$273K	0.08%	64

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 22.96% 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

Tolleson Wealth Management's VO Position: Q2 2026 in Review

Tolleson Wealth Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 2,876 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #92.

Tolleson Wealth Management first reported a position in VO in Q1 2022 and has held it in 16 quarters since. The position peaked at $277K in Q1 2022. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Tolleson Wealth Management held 2,876 shares of Vanguard Morningstar Mid-Cap ETF worth $232K as of Q2 2026.
Tolleson Wealth Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Tolleson Wealth Management's portfolio in Q2 2026, its #92 holding.
Tolleson Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 16 quarters since.
Tolleson Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $277K in Q1 2022.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Tolleson Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.