Transcend Capital Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Transcend Capital 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	$2.72M	Buy	33,821 +261	+0.8%	+$20.2K	0.18%	103
2026 Q1	$2.41M	Buy	33,560 +68	+0.2%	+$5.05K	0.19%	106
2025 Q4	$2.43M	Sell	33,492 -3,976	-11%	-$289K	0.19%	111
2025 Q3	$2.75M	Sell	37,468 -224	-0.6%	-$16.1K	0.19%	111
2025 Q2	$2.64M	Sell	37,692 -1,676	-4%	-$110K	0.2%	116
2025 Q1	$2.55M	Sell	39,368 -1,184	-3%	-$79.5K	0.18%	131
2024 Q4	$2.68M	Buy	40,552 +9,652	+31%	+$655K	0.19%	127
2024 Q3	$2.04M	Sell	30,900 -260	-0.8%	-$16.3K	0.14%	169
2024 Q2	$1.89M	Sell	31,160 -252	-0.8%	-$15.3K	0.14%	161
2024 Q1	$1.96M	Buy	31,412 +904	+3%	+$53.4K	0.16%	147
2023 Q4	$1.77M	Sell	30,508 -9,196	-23%	-$491K	0.16%	149
2023 Q3	$2.07M	Sell	39,704 -800	-2%	-$43.9K	0.2%	120
2023 Q2	$2.23M	Buy	40,504 +1,500	+4%	+$78.6K	0.21%	112
2023 Q1	$2.06M	Sell	39,004 -1,196	-3%	-$63.6K	0.21%	114
2022 Q4	$2.05M	Buy	40,200 +780	+2%	+$39.7K	0.22%	116
2022 Q3	$1.85M	Sell	39,420 -1,056	-3%	-$55.2K	0.21%	122
2022 Q2	$1.99M	Buy	40,476 +436	+1%	+$23.6K	0.21%	126
2022 Q1	$2.38M	Buy	40,040 +14,168	+55%	+$831K	0.21%	120
2021 Q4	$1.65M	Buy	25,872 +6,284	+32%	+$394K	0.15%	160
2021 Q3	$1.24M	Buy	19,588 +8	+0%	+$483	0.11%	191
2021 Q2	$1.16M	Buy	19,580 +6,460	+49%	+$374K	0.17%	146
2021 Q1	$725K	Sell	13,120 -212	-2%	-$11.5K	0.09%	216
2020 Q4	$689K	Hold	13,332	–	–	0.09%	201
2020 Q3	$587K	Buy	+13,332	New	+$581K	0.11%	162
2020 Q2	–	Sell	-18,424	Closed	-$612K	–	209
2020 Q1	$612K	Buy	18,424 +8,908	+94%	+$369K	0.18%	124
2019 Q4	$424K	Buy	+9,516	New	+$409K	0.11%	152

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

Transcend Capital Advisors's VO Position: Q2 2026 in Review

Transcend Capital Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.78% in Q2 2026, buying an estimated $20.2K and bringing the position to 33,821 shares worth $2.72M. The position accounts for 0.18% of the portfolio, ranked #103.

Transcend Capital Advisors first reported a position in VO in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.75M in Q3 2025. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Transcend Capital Advisors held 33,821 shares of Vanguard Morningstar Mid-Cap ETF worth $2.72M as of Q2 2026.
Transcend Capital Advisors bought 261 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $20.2K.
Vanguard Morningstar Mid-Cap ETF made up 0.18% of Transcend Capital Advisors's portfolio in Q2 2026, its #103 holding.
Transcend Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
Transcend Capital Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $2.75M in Q3 2025.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.