Tribridge Partners Financial’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Tribridge Partners Financial’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	$18.8M	Sell	232,373 -8,375	-3%	-$649K	7.38%	4
2026 Q1	$17.5M	Buy	240,748 +8,528	+4%	+$634K	7.22%	4
2025 Q4	$16.8M	Buy	232,220 +14,876	+7%	+$1.08M	7.07%	4
2025 Q3	$16M	Buy	217,344 +42,684	+24%	+$3.07M	7.35%	4
2025 Q2	$12.2M	Buy	+174,660	New	+$11.5M	7.17%	4

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Tribridge Partners Financial's VO Position: Q2 2026 in Review

Tribridge Partners Financial reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.5% in Q2 2026, selling an estimated $649K and leaving 232,373 shares worth $18.8M. The position accounts for 7.38% of the portfolio, ranked #4.

Tribridge Partners Financial first reported a position in VO in Q2 2025 and has held it in 5 quarters since. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Tribridge Partners Financial held 232,373 shares of Vanguard Morningstar Mid-Cap ETF worth $18.8M as of Q2 2026.
Tribridge Partners Financial sold 8,375 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $649K.
Vanguard Morningstar Mid-Cap ETF made up 7.38% of Tribridge Partners Financial's portfolio in Q2 2026, its #4 holding.
Tribridge Partners Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Tribridge Partners Financial's 13F filing for Q2 2026, filed 4 Aug 2026.