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

True Link 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	$262K	Sell	3,252 -936	-22%	-$72.6K	0.02%	87
2026 Q1	$301K	Buy	4,188 +368	+10%	+$27.3K	0.02%	70
2025 Q4	$277K	Buy	+3,820	New	+$278K	0.02%	92
2022 Q2	–	Sell	-4,280	Closed	-$255K	–	135
2022 Q1	$255K	Buy	4,280 +12	+0.3%	+$704	0.04%	113
2021 Q4	$272K	Sell	4,268 -2,068	-33%	-$130K	0.04%	189
2021 Q3	$375K	Hold	6,336	–	–	0.05%	122
2021 Q2	$376K	Sell	6,336 -120	-2%	-$6.96K	0.06%	99
2021 Q1	$357K	Hold	6,456	–	–	0.05%	137
2020 Q4	$334K	Buy	+6,456	New	+$313K	0.05%	146

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 22.9% 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

True Link Financial Advisors's VO Position: Q2 2026 in Review

True Link Financial Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 22% in Q2 2026, selling an estimated $72.6K and leaving 3,252 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #87.

True Link Financial Advisors first reported a position in VO in Q4 2020 and has held it in 9 quarters since. The position peaked at $376K in Q2 2021. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

True Link Financial Advisors held 3,252 shares of Vanguard Morningstar Mid-Cap ETF worth $262K as of Q2 2026.
True Link Financial Advisors sold 936 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $72.6K.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of True Link Financial Advisors's portfolio in Q2 2026, its #87 holding.
True Link Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 9 quarters since.
True Link Financial Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $376K in Q2 2021.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.