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

Traction Financial 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 Q2	$1.24M	Sell	15,360 -276	-2%	-$21.4K	0.66%	19
2026 Q1	$1.12M	Sell	15,636 -1,776	-10%	-$132K	0.69%	19
2025 Q4	$1.26M	Buy	17,412 +732	+4%	+$53.2K	0.75%	19
2025 Q3	$1.22M	Buy	16,680 +476	+3%	+$34.2K	0.76%	19
2025 Q2	$1.13M	Buy	16,204 +3,900	+32%	+$256K	0.77%	19
2025 Q1	$796K	Sell	12,304 -136,588	-92%	-$9.17M	0.62%	20
2024 Q4	$9.83M	Buy	148,892 +3,500	+2%	+$238K	7.64%	6
2024 Q3	$9.59M	Sell	145,392 -29,140	-17%	-$1.83M	7.52%	6
2024 Q2	$10.9M	Buy	174,532 +13,420	+8%	+$816K	7.95%	6
2024 Q1	$9.9M	Buy	161,112 +24,816	+18%	+$1.47M	7.73%	5
2023 Q4	$7.93M	Buy	+136,296	New	+$7.28M	5.32%	6

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

Traction Financial Partners's VO Position: Q2 2026 in Review

Traction Financial Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.8% in Q2 2026, selling an estimated $21.4K and leaving 15,360 shares worth $1.24M. The position accounts for 0.66% of the portfolio, ranked #19.

Traction Financial Partners first reported a position in VO in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.9M in Q2 2024. 2,482 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Traction Financial Partners held 15,360 shares of Vanguard Morningstar Mid-Cap ETF worth $1.24M as of Q2 2026.
Traction Financial Partners sold 276 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $21.4K.
Vanguard Morningstar Mid-Cap ETF made up 0.66% of Traction Financial Partners's portfolio in Q2 2026, its #19 holding.
Traction Financial Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Traction Financial Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $10.9M in Q2 2024.
2,482 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Traction Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.