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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
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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Tred Avon Family Wealth's VO Position: Q1 2026 in Review

Tred Avon Family Wealth held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q1 2026 at 9,424 shares worth $677K. The position accounts for 0.22% of the portfolio, ranked #133.

Tred Avon Family Wealth first reported a position in VO in Q3 2025 and has held it in 3 quarters since. The position peaked at $701K in Q3 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Tred Avon Family Wealth held 9,424 shares of Vanguard Morningstar Mid-Cap ETF worth $677K as of Q1 2026.
  • Tred Avon Family Wealth left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.22% of Tred Avon Family Wealth's portfolio in Q1 2026, its #133 holding.
  • Tred Avon Family Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $701K in Q3 2025.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.