Tradewinds Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Tradewinds Capital 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	$565K	Buy	7,016 +12	+0.2%	+$930	0.1%	67
2026 Q1	$503K	Buy	7,004 +16	+0.2%	+$1.19K	0.1%	65
2025 Q4	$507K	Buy	6,988 +52	+0.7%	+$3.78K	0.11%	64
2025 Q3	$509K	Sell	6,936 -4	-0.1%	-$287	0.11%	65
2025 Q2	$485K	Buy	6,940 +28	+0.4%	+$1.84K	0.12%	63
2025 Q1	$447K	Sell	6,912 -276	-4%	-$18.5K	0.12%	61
2024 Q4	$475K	Buy	7,188 +500	+7%	+$33.9K	0.13%	67
2024 Q3	$441K	Buy	6,688 +2,172	+48%	+$136K	0.12%	60
2024 Q2	$273K	Buy	4,516 +4	+0.1%	+$243	0.08%	68
2024 Q1	$282K	Buy	4,512 +16	+0.4%	+$946	0.08%	63
2023 Q4	$261K	Buy	4,496 +20	+0.4%	+$1.07K	0.1%	44
2023 Q3	$233K	Buy	4,476 +16	+0.4%	+$877	0.08%	45
2023 Q2	$245K	Buy	4,460 +16	+0.4%	+$839	0.08%	50
2023 Q1	$234K	Sell	4,444 -80	-2%	-$4.26K	0.07%	45
2022 Q4	$231K	Buy	4,524 +116	+3%	+$5.91K	0.11%	38
2022 Q3	$207K	Buy	4,408 +20	+0.5%	+$1.04K	0.08%	46
2022 Q2	$216K	Sell	4,388 -7,380	-63%	-$399K	0.08%	41
2022 Q1	$700K	Buy	11,768 +12	+0.1%	+$704	0.11%	56
2021 Q4	$749K	Buy	11,756 +12	+0.1%	+$752	0.11%	59
2021 Q3	$695K	Buy	11,744 +1,180	+11%	+$71.3K	0.12%	59
2021 Q2	$627K	Buy	10,564 +1,372	+15%	+$79.5K	0.11%	60
2021 Q1	$509K	Buy	9,192 +8	+0.1%	+$434	0.1%	61
2020 Q4	$475K	Sell	9,184 -1,000	-10%	-$48.4K	0.1%	63
2020 Q3	$449K	Buy	10,184 +8	+0.1%	+$349	0.11%	62
2020 Q2	$417K	Hold	10,176	–	–	0.11%	61
2020 Q1	$335K	Sell	10,176 -1,092	-10%	-$45.2K	0.1%	61
2019 Q4	$502K	Hold	11,268	–	–	0.16%	55
2019 Q3	$472K	Hold	11,268	–	–	0.19%	46
2019 Q2	$471K	Sell	11,268 -336	-3%	-$13.7K	0.19%	47
2019 Q1	$466K	Buy	11,604 +676	+6%	+$26K	0.17%	62
2018 Q4	$378K	Sell	10,928 -2,840	-21%	-$107K	0.19%	59
2018 Q3	$565K	Hold	13,768	–	–	0.22%	52
2018 Q2	$543K	Hold	13,768	–	–	0.23%	51
2018 Q1	$531K	Hold	13,768	–	–	0.24%	53
2017 Q4	$533K	Hold	13,768	–	–	0.26%	53
2017 Q3	$506K	Sell	13,768 -1,240	-8%	-$44.7K	0.26%	54
2017 Q2	$535K	Buy	15,008 +80	+0.5%	+$2.83K	0.28%	53
2017 Q1	$520K	Hold	14,928	–	–	0.33%	51
2016 Q4	$491K	Sell	14,928 -280	-2%	-$9.06K	0.32%	50
2016 Q3	$492K	Buy	15,208 +280	+2%	+$8.98K	0.34%	49
2016 Q2	$461K	Hold	14,928	–	–	0.33%	60
2016 Q1	$452K	Hold	14,928	–	–	0.31%	67
2015 Q4	$448K	Hold	14,928	–	–	0.32%	65
2015 Q3	$435K	Hold	14,928	–	–	0.34%	64
2015 Q2	$476K	Hold	14,928	–	–	0.33%	56
2015 Q1	$495K	Hold	14,928	–	–	0.37%	54
2014 Q4	$461K	Hold	14,928	–	–	0.33%	63
2014 Q3	$438K	Hold	14,928	–	–	0.33%	61
2014 Q2	$443K	Hold	14,928	–	–	0.34%	60
2014 Q1	$424K	Hold	14,928	–	–	0.35%	57
2013 Q4	$411K	Buy	+14,928	New	+$397K	0.34%	56

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

Tradewinds Capital Management's VO Position: Q2 2026 in Review

Tradewinds Capital Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.17% in Q2 2026, buying an estimated $930 and bringing the position to 7,016 shares worth $565K. The position accounts for 0.1% of the portfolio, ranked #67.

Tradewinds Capital Management first reported a position in VO in Q4 2013 and has held it in 51 quarters since. The position peaked at $749K in Q4 2021. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Tradewinds Capital Management held 7,016 shares of Vanguard Morningstar Mid-Cap ETF worth $565K as of Q2 2026.
Tradewinds Capital Management bought 12 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $930.
Vanguard Morningstar Mid-Cap ETF made up 0.1% of Tradewinds Capital Management's portfolio in Q2 2026, its #67 holding.
Tradewinds Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2013 and has held it in 51 quarters since.
Tradewinds Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $749K in Q4 2021.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.