Trinity Financial Advisors
VO icon

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
Q3 		$9.09M Buy
115,887
+3,589
+3% +$292K 2.34% 15
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

Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Trinity Financial Advisors's VO Position: Q3 2026 in Review

Trinity Financial Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.2% in Q3 2026, buying an estimated $292K and bringing the position to 115,887 shares worth $9.09M. The position accounts for 2.34% of the portfolio, ranked #15.

Trinity Financial Advisors first reported a position in VO in Q2 2024 and has held it in 10 quarters since. 1,250 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Trinity Financial Advisors held 115,887 shares of Vanguard Morningstar Mid-Cap ETF worth $9.09M as of Q3 2026.
  • Trinity Financial Advisors bought 3,589 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $292K.
  • Vanguard Morningstar Mid-Cap ETF made up 2.34% of Trinity Financial Advisors's portfolio in Q3 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 10 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Trinity Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.