Tradition Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Tradition Wealth 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 Q1	$289K	Buy	4,020 +8	+0.2%	+$594	0.02%	394
2025 Q4	$291K	Buy	4,012 +180	+5%	+$13.1K	0.02%	384
2025 Q3	$281K	Sell	3,832 -196	-5%	-$14.1K	0.02%	386
2025 Q2	$282K	Hold	4,028	–	–	0.02%	364
2025 Q1	$260K	Buy	4,028 +556	+16%	+$37.3K	0.02%	359
2024 Q4	$229K	Buy	3,472 +4	+0.1%	+$272	0.02%	372
2024 Q3	$229K	Sell	3,468 -364	-9%	-$22.9K	0.02%	371
2024 Q2	$232K	Buy	3,832 +368	+11%	+$22.4K	0.02%	359
2024 Q1	$216K	Buy	3,464 +4	+0.1%	+$236	0.02%	358
2023 Q4	$201K	Buy	3,460 +16	+0.5%	+$855	0.02%	323
2023 Q3	$179K	Buy	3,444 +4	+0.1%	+$219	0.02%	324
2023 Q2	$189K	Buy	3,440 +4	+0.1%	+$210	0.02%	322
2023 Q1	$181K	Sell	3,436 -56	-2%	-$2.98K	0.02%	316
2022 Q4	$178K	Buy	3,492 +4	+0.1%	+$204	0.03%	279
2022 Q3	$164K	Sell	3,488 -16	-0.5%	-$836	0.02%	282
2022 Q2	$172K	Buy	3,504 +4	+0.1%	+$216	0.03%	284
2022 Q1	$208K	Sell	3,500 -144	-4%	-$8.45K	0.03%	287
2021 Q4	$232K	Buy	3,644 +2,224	+157%	+$139K	0.03%	280
2021 Q3	$84K	Hold	1,420	–	–	0.01%	398
2021 Q2	$84K	Buy	1,420 +8	+0.6%	+$464	0.01%	421
2021 Q1	$78K	Sell	1,412 -676	-32%	-$36.7K	0.01%	356
2020 Q4	$108K	Buy	+2,088	New	+$101K	0.02%	299

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Tradition Wealth Management's VO Position: Q1 2026 in Review

Tradition Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.2% in Q1 2026, buying an estimated $594 and bringing the position to 4,020 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #394.

Tradition Wealth Management first reported a position in VO in Q4 2020 and has held it in 22 quarters since. The position peaked at $291K in Q4 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Tradition Wealth Management held 4,020 shares of Vanguard Morningstar Mid-Cap ETF worth $289K as of Q1 2026.
Tradition Wealth Management bought 8 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $594.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of Tradition Wealth Management's portfolio in Q1 2026, its #394 holding.
Tradition Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
Tradition Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $291K in Q4 2025.
2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.