tru Independence’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

tru Independence’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	$327K	Buy	4,172 +9	+0.2%	+$732	0.14%	83
2026 Q2	$335K	Buy	4,163 +7	+0.2%	+$543	0.15%	77
2026 Q1	$298K	Buy	4,156 +12	+0.3%	+$892	0.15%	79
2025 Q4	$301K	Sell	4,144 -280	-6%	-$20.4K	0.08%	107
2025 Q3	$325K	Buy	4,424 +336	+8%	+$24.1K	0.08%	106
2025 Q2	$286K	Hold	4,088	–	–	0.08%	104
2025 Q1	$264K	Hold	4,088	–	–	0.08%	102
2024 Q4	$270K	Sell	4,088 -200	-5%	-$13.6K	0.08%	99
2024 Q3	$283K	Buy	+4,288	New	+$269K	0.08%	100
2021 Q2	–	Sell	-11,644	Closed	-$644K	–	397
2021 Q1	$644K	Buy	+11,644	New	+$632K	0.12%	153
2020 Q4	–	Sell	-8,508	Closed	-$375K	–	837
2020 Q3	$375K	Sell	8,508 -170,456	-95%	-$7.43M	0.11%	125
2020 Q2	$6.1M	Buy	178,964 +75,668	+73%	+$2.9M	0.88%	16
2020 Q1	$2.95M	Buy	103,296 +94,504	+1,075%	+$3.91M	0.48%	56
2019 Q4	$289K	Buy	+8,792	New	+$378K	0.04%	216

Other funds holding VO

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

tru Independence's VO Position: Q3 2026 in Review

tru Independence increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.22% in Q3 2026, buying an estimated $732 and bringing the position to 4,172 shares worth $327K. The position accounts for 0.14% of the portfolio, ranked #83.

tru Independence first reported a position in VO in Q4 2019 and has held it in 14 quarters since. The position peaked at $6.1M in Q2 2020. 793 funds tracked by Wall St. Rank hold VO as of Q3 2026.

tru Independence held 4,172 shares of Vanguard Morningstar Mid-Cap ETF worth $327K as of Q3 2026.
tru Independence bought 9 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $732.
Vanguard Morningstar Mid-Cap ETF made up 0.14% of tru Independence's portfolio in Q3 2026, its #83 holding.
tru Independence first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 14 quarters since.
tru Independence's Vanguard Morningstar Mid-Cap ETF position peaked at $6.1M in Q2 2020.
793 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on tru Independence's 13F filing for Q3 2026, filed 20 Oct 2026.