TWA
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Trellis Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Trellis Wealth 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 		$236K Hold
2,932
– – 0.08% 44
2026
Q1 		$211K Buy
+2,932
New +$218K 0.08% 44

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Trellis Wealth Advisors's VO Position: Q2 2026 in Review

Trellis Wealth Advisors held its Vanguard Mid-Cap ETF (VO) position steady in Q2 2026 at 2,932 shares worth $236K. The position accounts for 0.08% of the portfolio, ranked #44.

Trellis Wealth Advisors first reported a position in VO in Q1 2026 and has held it in 2 quarters since. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Trellis Wealth Advisors held 2,932 shares of Vanguard Mid-Cap ETF worth $236K as of Q2 2026.
  • Trellis Wealth Advisors left its Vanguard Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Mid-Cap ETF made up 0.08% of Trellis Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • Trellis Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Trellis Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.