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

TPG Financial 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 		$5.59M Sell
69,325
-287
-0.4% -$22.3K 1.67% 22
2026
Q1 		$5M Buy
69,612
+5,528
+9% +$411K 1.63% 23
2025
Q4 		$4.65M Buy
64,084
+4
+0% +$291 1.55% 23
2025
Q3 		$4.71M Buy
64,080
+312
+0.5% +$22.4K 1.75% 21
2025
Q2 		$4.46M Buy
63,768
+1,268
+2% +$83.2K 1.79% 22
2025
Q1 		$4.04M Buy
62,500
+19,228
+44% +$1.29M 1.79% 21
2024
Q4 		$2.86M Buy
43,272
+540
+1% +$36.7K 1.24% 25
2024
Q3 		$2.82M Buy
42,732
+1,192
+3% +$74.8K 1.27% 23
2024
Q2 		$2.51M Buy
+41,540
New +$2.52M 1.19% 23
2023
Q4 		$2.12M Buy
36,636
+364
+1% +$19.4K 1.08% 24
2023
Q3 		$1.89M Sell
36,272
-18,324
-34% -$1M 0.98% 26
2023
Q2 		$3.01M Buy
54,596
+5,920
+12% +$310K 1.57% 22
2023
Q1 		$2.57M Buy
48,676
+5,816
+14% +$309K 1.4% 20
2022
Q4 		$2.18M Sell
42,860
-9,276
-18% -$472K 1.32% 21
2022
Q3 		$2.45M Buy
52,136
+348
+0.7% +$18.2K 1.5% 20
2022
Q2 		$2.55M Buy
51,788
+1,532
+3% +$82.8K 1.71% 18
2022
Q1 		$2.99M Buy
50,256
+12,880
+34% +$756K 1.81% 16
2021
Q4 		$2.38M Buy
37,376
+5,408
+17% +$339K 1.46% 16
2021
Q3 		$1.89M Buy
31,968
+320
+1% +$19.3K 1.25% 18
2021
Q2 		$1.88M Sell
31,648
-6,040
-16% -$350K 1.32% 17
2021
Q1 		$2.08M Sell
37,688
-2,764
-7% -$150K 1.45% 16
2020
Q4 		$2.09M Buy
40,452
+6,076
+18% +$294K 1.55% 17
2020
Q3 		$1.51M Sell
34,376
-3,924
-10% -$171K 1.29% 16
2020
Q2 		$1.57M Buy
38,300
+520
+1% +$19.9K 1.41% 18
2020
Q1 		$1.24M Buy
37,780
+20,856
+123% +$864K 1.23% 19
2019
Q4 		$754K Sell
16,924
-2,100
-11% -$90.2K 0.62% 26
2019
Q3 		$797K Buy
19,024
+3,596
+23% +$150K 0.72% 22
2019
Q2 		$655K Sell
15,428
-40
-0.3% -$1.64K 0.6% 22
2019
Q1 		$629K Buy
15,468
+252
+2% +$9.69K 0.61% 23
2018
Q4 		$526K Buy
+15,216
New +$571K 0.57% 29

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

TPG Financial Advisors's VO Position: Q2 2026 in Review

TPG Financial Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.41% in Q2 2026, selling an estimated $22.3K and leaving 69,325 shares worth $5.59M. The position accounts for 1.67% of the portfolio, ranked #22.

TPG Financial Advisors first reported a position in VO in Q4 2018 and has held it in 30 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • TPG Financial Advisors held 69,325 shares of Vanguard Morningstar Mid-Cap ETF worth $5.59M as of Q2 2026.
  • TPG Financial Advisors sold 287 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $22.3K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.67% of TPG Financial Advisors's portfolio in Q2 2026, its #22 holding.
  • TPG Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.