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

Trademark Financial 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	–	Sell	-2,840	Closed	-$204K	–	115
2026 Q1	$204K	Buy	+2,840	New	+$211K	0.1%	101
2025 Q4	–	Sell	-3,536	Closed	-$260K	–	104
2025 Q3	$260K	Sell	3,536 -24	-0.7%	-$1.72K	0.15%	83
2025 Q2	$249K	Buy	+3,560	New	+$234K	0.15%	80

Other funds holding VO

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Trademark Financial Management's VO Position: Q2 2026 in Review

Trademark Financial Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 2,840 shares — an estimated $204K sold.

Trademark Financial Management first reported a position in VO in Q2 2025 and held it in 3 quarters. The position peaked at $260K in Q3 2025. 1,330 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Trademark Financial Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Trademark Financial Management sold 2,840 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $204K.
Trademark Financial Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and held it in 3 quarters.
Trademark Financial Management's Vanguard Morningstar Mid-Cap ETF position peaked at $260K in Q3 2025.
1,330 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.