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 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

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

tru Independence's VO Position: Q2 2026 in Review

tru Independence increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.17% in Q2 2026, buying an estimated $543 and bringing the position to 4,163 shares worth $335K. The position accounts for 0.15% of the portfolio, ranked #77.

tru Independence first reported a position in VO in Q4 2019 and has held it in 13 quarters since. The position peaked at $6.1M in Q2 2020. 2,480 funds tracked by Wall St. Rank hold VO as of Q2 2026.

tru Independence held 4,163 shares of Vanguard Morningstar Mid-Cap ETF worth $335K as of Q2 2026.
tru Independence bought 7 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $543.
Vanguard Morningstar Mid-Cap ETF made up 0.15% of tru Independence's portfolio in Q2 2026, its #77 holding.
tru Independence first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 13 quarters since.
tru Independence's Vanguard Morningstar Mid-Cap ETF position peaked at $6.1M in Q2 2020.
2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on tru Independence's 13F filing for Q2 2026, filed 10 Aug 2026.