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Trinity Financial Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Trinity Financial 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
Q2 		$9.05M Buy
112,298
+1,466
+1% +$114K 2.33% 15
2026
Q1 		$7.96M Sell
110,832
-7,164
-6% -$532K 2.27% 13
2025
Q4 		$8.56M Buy
117,996
+3,428
+3% +$249K 2.39% 14
2025
Q3 		$8.44M Buy
114,568
+104
+0.1% +$7.47K 2.44% 15
2025
Q2 		$8.04M Buy
114,464
+15,288
+15% +$1M 2.46% 12
2025
Q1 		$6.18M Buy
99,176
+8,916
+10% +$598K 2.23% 13
2024
Q4 		$5.95M Buy
90,260
+43,092
+91% +$2.93M 2.26% 14
2024
Q3 		$2.3M Buy
47,168
+33,216
+238% +$2.09M 1.03% 19
2024
Q2 		$847K Buy
+13,952
New +$848K 0.38% 31

Other funds holding VO

JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Trinity Financial Advisors's VO Position: Q2 2026 in Review

Trinity Financial Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.3% in Q2 2026, buying an estimated $114K and bringing the position to 112,298 shares worth $9.05M. The position accounts for 2.33% of the portfolio, ranked #15.

Trinity Financial Advisors first reported a position in VO in Q2 2024 and has held it in 9 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Trinity Financial Advisors held 112,298 shares of Vanguard Morningstar Mid-Cap ETF worth $9.05M as of Q2 2026.
  • Trinity Financial Advisors bought 1,466 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $114K.
  • Vanguard Morningstar Mid-Cap ETF made up 2.33% of Trinity Financial Advisors's portfolio in Q2 2026, its #15 holding.
  • Trinity Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Trinity Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.