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Tred Avon Family Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Tred Avon Family Wealth’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 		$263K Sell
3,264
-6,160
-65% -$478K 0.08% 241
2026
Q1 		$677K Hold
9,424
– – 0.22% 133
2025
Q4 		$684K Sell
9,424
-120
-1% -$8.73K 0.22% 131
2025
Q3 		$701K Buy
+9,544
New +$685K 0.24% 123

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 22.9% 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

Tred Avon Family Wealth's VO Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 65% in Q2 2026, selling an estimated $478K and leaving 3,264 shares worth $263K. The position accounts for 0.08% of the portfolio, ranked #241.

Tred Avon Family Wealth first reported a position in VO in Q3 2025 and has held it in 4 quarters since. The position peaked at $701K in Q3 2025. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Tred Avon Family Wealth held 3,264 shares of Vanguard Morningstar Mid-Cap ETF worth $263K as of Q2 2026.
  • Tred Avon Family Wealth sold 6,160 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $478K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.08% of Tred Avon Family Wealth's portfolio in Q2 2026, its #241 holding.
  • Tred Avon Family Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $701K in Q3 2025.
  • 2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.