Trillium Asset Management
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Trillium Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Trillium Asset 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
Q1 		– Sell
-3,204
Closed -$232K – 239
2025
Q4 		$232K Buy
+3,204
New +$233K 0.01% 225
2025
Q1 		– Sell
-3,096
Closed -$204K – 234
2024
Q4 		$204K Buy
+3,096
New +$210K 0.01% 232

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Bank of America
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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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Trillium Asset Management's VO Position: Q1 2026 in Review

Trillium Asset Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026, closing a stake of 3,204 shares — an estimated $232K sold.

Trillium Asset Management first reported a position in VO in Q4 2024 and held it in 2 quarters. The position peaked at $232K in Q4 2025. 2,404 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Trillium Asset Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Trillium Asset Management sold 3,204 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $232K.
  • Trillium Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and held it in 2 quarters.
  • Trillium Asset Management's Vanguard Morningstar Mid-Cap ETF position peaked at $232K in Q4 2025.
  • 2,404 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Trillium Asset Management's 13F filing for Q1 2026, filed 11 May 2026.