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

Tranquility 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 		$1.08M Sell
13,376
-192
-1% -$14.9K 0.37% 67
2026
Q1 		$974K Sell
13,568
-48
-0.4% -$3.57K 0.37% 70
2025
Q4 		$988K Buy
13,616
+504
+4% +$36.7K 0.36% 73
2025
Q3 		$963K Buy
13,112
+996
+8% +$71.5K 0.33% 82
2025
Q2 		$848K Buy
12,116
+384
+3% +$25.2K 0.3% 90
2025
Q1 		$759K Sell
11,732
-216
-2% -$14.5K 0.29% 96
2024
Q4 		$789K Hold
11,948
– – 0.3% 91
2024
Q3 		$788K Buy
11,948
+8
+0.1% +$502 0.29% 95
2024
Q2 		$723K Sell
11,940
-60
-0.5% -$3.65K 0.28% 98
2024
Q1 		$749K Buy
12,000
+4
+0% +$236 0.29% 97
2023
Q4 		$698K Sell
11,996
-3,344
-22% -$179K 0.29% 93
2023
Q3 		$799K Buy
15,340
+3,160
+26% +$173K 0.34% 79
2023
Q2 		$670K Sell
12,180
-68
-0.6% -$3.56K 0.29% 88
2023
Q1 		$646K Buy
12,248
+20
+0.2% +$1.06K 0.31% 87
2022
Q4 		$623K Buy
12,228
+1,308
+12% +$66.6K 0.32% 86
2022
Q3 		$513K Buy
10,920
+952
+10% +$49.8K 0.29% 94
2022
Q2 		$491K Buy
9,968
+6,296
+171% +$340K 0.25% 111
2022
Q1 		$218K Buy
3,672
+8
+0.2% +$469 0.1% 199
2021
Q4 		$234K Buy
3,664
+4
+0.1% +$251 0.11% 194
2021
Q3 		$217K Buy
+3,660
New +$221K 0.11% 200

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Tranquility Partners's VO Position: Q2 2026 in Review

Tranquility Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.4% in Q2 2026, selling an estimated $14.9K and leaving 13,376 shares worth $1.08M. The position accounts for 0.37% of the portfolio, ranked #67.

Tranquility Partners first reported a position in VO in Q3 2021 and has held it in 20 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Tranquility Partners held 13,376 shares of Vanguard Morningstar Mid-Cap ETF worth $1.08M as of Q2 2026.
  • Tranquility Partners sold 192 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $14.9K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.37% of Tranquility Partners's portfolio in Q2 2026, its #67 holding.
  • Tranquility Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Tranquility Partners's 13F filing for Q2 2026, filed 23 Jul 2026.