TWM
VO icon

TriaGen Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

TriaGen Wealth Management’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 		$17.5M Buy
216,882
+2,270
+1% +$176K 4.37% 4
2026
Q1 		$15.4M Buy
214,612
+3,072
+1% +$228K 4.21% 4
2025
Q4 		$15.3M Buy
211,540
+5,572
+3% +$405K 3.97% 4
2025
Q3 		$15.1M Buy
205,968
+6,352
+3% +$456K 3.95% 3
2025
Q2 		$14M Buy
199,616
+14,268
+8% +$937K 4.23% 3
2025
Q1 		$12M Sell
185,348
-1,856
-1% -$125K 4.23% 3
2024
Q4 		$12.4M Buy
187,204
+1,356
+0.7% +$92.1K 4.17% 3
2024
Q3 		$12.3M Buy
185,848
+8,444
+5% +$530K 4.1% 3
2024
Q2 		$10.7M Buy
177,404
+888
+0.5% +$54K 4.15% 4
2024
Q1 		$11M Buy
176,516
+15,388
+10% +$909K 4.57% 3
2023
Q4 		$9.37M Buy
161,128
+6,364
+4% +$340K 4.47% 2
2023
Q3 		$8.06M Buy
154,764
+4,412
+3% +$242K 4.11% 3
2023
Q2 		$8.28M Buy
150,352
+5,840
+4% +$306K 3.79% 3
2023
Q1 		$7.62M Buy
144,512
+3,752
+3% +$200K 3.83% 3
2022
Q4 		$7.17M Buy
140,760
+2,740
+2% +$140K 3.98% 3
2022
Q3 		$6.49M Buy
138,020
+33,492
+32% +$1.75M 3.58% 2
2022
Q2 		$5.15M Buy
104,528
+4,160
+4% +$225K 3.66% 2
2022
Q1 		$5.97M Buy
100,368
+8,728
+10% +$512K 3.1% 2
2021
Q4 		$5.84M Buy
91,640
+1,328
+1% +$83.2K 2.88% 2
2021
Q3 		$5.35M Buy
90,312
+3,180
+4% +$192K 2.91% 2
2021
Q2 		$5.24M Buy
87,132
+9,100
+12% +$527K 2.7% 2
2021
Q1 		$4.32M Buy
78,032
+8,956
+13% +$486K 2.48% 2
2020
Q4 		$3.57M Buy
+69,076
New +$3.34M 2.09% 3

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

TriaGen Wealth Management's VO Position: Q2 2026 in Review

TriaGen Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.1% in Q2 2026, buying an estimated $176K and bringing the position to 216,882 shares worth $17.5M. The position accounts for 4.37% of the portfolio, ranked #4.

TriaGen Wealth Management first reported a position in VO in Q4 2020 and has held it in 23 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • TriaGen Wealth Management held 216,882 shares of Vanguard Morningstar Mid-Cap ETF worth $17.5M as of Q2 2026.
  • TriaGen Wealth Management bought 2,270 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $176K.
  • Vanguard Morningstar Mid-Cap ETF made up 4.37% of TriaGen Wealth Management's portfolio in Q2 2026, its #4 holding.
  • TriaGen Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.