Triumph Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Triumph Capital 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	$154K	Buy	1,908 +4	+0.2%	+$310	0.03%	409
2026 Q1	$137K	Hold	1,904	–	–	0.03%	401
2025 Q4	$138K	Buy	+1,904	New	+$139K	0.03%	371
2024 Q1	–	Sell	-7,964	Closed	-$463K	–	262
2023 Q4	$463K	Buy	7,964 +748	+10%	+$40K	0.2%	104
2023 Q3	$376K	Buy	7,216 +1,844	+34%	+$101K	0.17%	125
2023 Q2	$296K	Sell	5,372 -192	-3%	-$10.1K	0.13%	152
2023 Q1	$293K	Sell	5,564 -964	-15%	-$51.3K	0.15%	135
2022 Q4	$333K	Buy	6,528 +576	+10%	+$29.3K	0.18%	130
2022 Q3	$280K	Buy	5,952 +1,212	+26%	+$63.3K	0.15%	136
2022 Q2	$233K	Sell	4,740 -556	-10%	-$30K	0.12%	168
2022 Q1	$315K	Buy	+5,296	New	+$311K	0.14%	158

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

Triumph Capital Management's VO Position: Q2 2026 in Review

Triumph Capital Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.21% in Q2 2026, buying an estimated $310 and bringing the position to 1,908 shares worth $154K. The position accounts for 0.03% of the portfolio, ranked #409.

Triumph Capital Management first reported a position in VO in Q1 2022 and has held it in 11 quarters since. The position peaked at $463K in Q4 2023. 2,489 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Triumph Capital Management held 1,908 shares of Vanguard Morningstar Mid-Cap ETF worth $154K as of Q2 2026.
Triumph Capital Management bought 4 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $310.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Triumph Capital Management's portfolio in Q2 2026, its #409 holding.
Triumph Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 11 quarters since.
Triumph Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $463K in Q4 2023.
2,489 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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