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

Tradewinds LLC’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	$446K	Buy	35,511 +22,727	+178%	+$1.76M	0.1%	131
2026 Q1	$247K	Buy	12,784 +9,588	+300%	+$712K	0.08%	127
2025 Q4	$232K	Hold	3,196	–	–	0.06%	189
2025 Q3	$235K	Buy	+3,196	New	+$230K	0.06%	190
2025 Q2	–	Sell	-3,776	Closed	-$244K	–	251
2025 Q1	$244K	Hold	3,776	–	–	0.07%	187
2024 Q4	$260K	Sell	3,776 -2,184	-37%	-$148K	0.07%	175
2024 Q3	$393K	Hold	5,960	–	–	0.12%	123
2024 Q2	$361K	Buy	+5,960	New	+$362K	0.11%	141
2023 Q3	$330K	Buy	+6,348	New	+$348K	0.19%	84
2023 Q2	–	Sell	-7,108	Closed	-$375K	–	122
2023 Q1	$375K	Buy	+7,108	New	+$378K	0.23%	78
2022 Q4	–	Sell	-7,868	Closed	-$370K	–	205
2022 Q3	$370K	Sell	7,868 -188	-2%	-$9.82K	0.27%	71
2022 Q2	$397K	Buy	+8,056	New	+$435K	0.27%	72

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 LLC's VO Position: Q2 2026 in Review

Tradewinds LLC increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 178% in Q2 2026, buying an estimated $1.76M and bringing the position to 35,511 shares worth $446K. The position accounts for 0.1% of the portfolio, ranked #131.

Tradewinds LLC first reported a position in VO in Q2 2022 and has held it in 12 quarters since. 2,485 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Tradewinds LLC held 35,511 shares of Vanguard Morningstar Mid-Cap ETF worth $446K as of Q2 2026.
Tradewinds LLC bought 22,727 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.76M.
Vanguard Morningstar Mid-Cap ETF made up 0.1% of Tradewinds LLC's portfolio in Q2 2026, its #131 holding.
Tradewinds LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 12 quarters since.
2,485 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Tradewinds LLC's 13F filing for Q2 2026, filed 14 Aug 2026.