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Triad Wealth Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Triad Wealth Partners’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 		$764K Buy
+9,339
New +$724K 0.05% 244
2025
Q4 		– Sell
-6,756
Closed -$496K – 484
2025
Q3 		$496K Buy
+6,756
New +$485K 0.06% 207
2024
Q3 		– Sell
-4
Closed -$242 – 905
2024
Q2 		$242 Buy
+4
New +$243 ﹤0.01% 936

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 22.96% 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

Triad Wealth Partners's VO Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 9,339 shares worth $764K. The stake represents 0.05% of the portfolio and ranks #244 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in VO as recently as Q3 2025.

Triad Wealth Partners first reported a position in VO in Q2 2024 and has held it in 3 quarters since. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Triad Wealth Partners held 9,339 shares of Vanguard Morningstar Mid-Cap ETF worth $764K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF was a new Triad Wealth Partners position in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.05% of Triad Wealth Partners's portfolio in Q2 2026, its #244 holding.
  • Triad Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 3 quarters since.
  • 2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.