Trellis Wealth Advisors
VO icon

Trellis Wealth Advisors’s Vanguard Morningstar 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
Q3 		$230K Hold
2,932
– – 0.08% 47
2026
Q2 		$236K Hold
2,932
– – 0.08% 44
2026
Q1 		$211K Buy
+2,932
New +$218K 0.08% 44

Other funds holding VO

Border to Coast Pensions Partnership
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Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return
SilverOak Wealth Management
SilverOak Wealth Management Edina, Minnesota $840M AUM 15.78% 1-Year Est. Return

Trellis Wealth Advisors's VO Position: Q3 2026 in Review

Trellis Wealth Advisors held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 2,932 shares worth $230K. The position accounts for 0.08% of the portfolio, ranked #47.

Trellis Wealth Advisors first reported a position in VO in Q1 2026 and has held it in 3 quarters since. The position peaked at $236K in Q2 2026. 1,201 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Trellis Wealth Advisors held 2,932 shares of Vanguard Morningstar Mid-Cap ETF worth $230K as of Q3 2026.
  • Trellis Wealth Advisors left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.08% of Trellis Wealth Advisors's portfolio in Q3 2026, its #47 holding.
  • Trellis Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • Trellis Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $236K in Q2 2026.
  • 1,201 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Trellis Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.