Transamerica Financial Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Transamerica Financial Advisors’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	$20.3M	Sell	252,192 -17,584	-7%	-$1.36M	1.72%	6
2026 Q1	$19.4M	Sell	269,776 -26,132	-9%	-$1.94M	1.65%	6
2025 Q4	$21.5M	Sell	295,908 -26,928	-8%	-$1.96M	1.79%	7
2025 Q3	$23.7M	Buy	322,836 +1,480	+0.5%	+$106K	1.97%	5
2025 Q2	$22.5M	Sell	321,356 -3,196	-1%	-$210K	2.11%	5
2025 Q1	$21M	Buy	324,552 +17,856	+6%	+$1.2M	2.14%	5
2024 Q4	$20.3M	Sell	306,696 -4,880	-2%	-$331K	2%	5
2024 Q3	$20.6M	Sell	311,576 -11,268	-3%	-$707K	2.01%	5
2024 Q2	$19.5M	Hold	322,844	–	–	2.09%	4
2024 Q1	$20.2M	Buy	+322,844	New	+$19.1M	2.05%	5
2023 Q4	–	Sell	-124	Closed	-$7K	–	657
2023 Q3	$7K	Hold	124	–	–	﹤0.01%	347
2023 Q2	$7K	Hold	124	–	–	﹤0.01%	316
2023 Q1	$7K	Hold	124	–	–	﹤0.01%	325
2022 Q4	$7K	Buy	+124	New	+$6.32K	﹤0.01%	329
2016 Q4	–	Sell	-72	Closed	-$3K	–	474
2016 Q3	$3K	Buy	+72	New	+$2.31K	﹤0.01%	305

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 22.9% 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

Transamerica Financial Advisors's VO Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.5% in Q2 2026, selling an estimated $1.36M and leaving 252,192 shares worth $20.3M. The position accounts for 1.72% of the portfolio, ranked #6.

Transamerica Financial Advisors first reported a position in VO in Q3 2016 and has held it in 15 quarters since. The position peaked at $23.7M in Q3 2025. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Transamerica Financial Advisors held 252,192 shares of Vanguard Morningstar Mid-Cap ETF worth $20.3M as of Q2 2026.
Transamerica Financial Advisors sold 17,584 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.36M.
Vanguard Morningstar Mid-Cap ETF made up 1.72% of Transamerica Financial Advisors's portfolio in Q2 2026, its #6 holding.
Transamerica Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2016 and has held it in 15 quarters since.
Transamerica Financial Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $23.7M in Q3 2025.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.