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

True North 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	$709K	Sell	8,798 -2,422	-22%	-$188K	0.07%	149
2026 Q1	$806K	Buy	11,220 +232	+2%	+$17.2K	0.09%	123
2025 Q4	$797K	Buy	+10,988	New	+$799K	0.1%	126
2025 Q3	–	Sell	-10,988	Closed	-$769K	–	251
2025 Q2	$769K	Hold	10,988	–	–	0.15%	110
2025 Q1	$710K	Buy	10,988 +2,564	+30%	+$172K	0.13%	113
2024 Q4	$556K	Buy	8,424 +5,168	+159%	+$351K	0.13%	91
2024 Q3	$215K	Buy	+3,256	New	+$204K	0.06%	175
2024 Q2	–	Sell	-3,288	Closed	-$205K	–	212
2024 Q1	$205K	Buy	+3,288	New	+$194K	0.06%	187

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

True North Advisors's VO Position: Q2 2026 in Review

True North Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 22% in Q2 2026, selling an estimated $188K and leaving 8,798 shares worth $709K. The position accounts for 0.07% of the portfolio, ranked #149.

True North Advisors first reported a position in VO in Q1 2024 and has held it in 8 quarters since. The position peaked at $806K in Q1 2026. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

True North Advisors held 8,798 shares of Vanguard Morningstar Mid-Cap ETF worth $709K as of Q2 2026.
True North Advisors sold 2,422 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $188K.
Vanguard Morningstar Mid-Cap ETF made up 0.07% of True North Advisors's portfolio in Q2 2026, its #149 holding.
True North Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 8 quarters since.
True North Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $806K in Q1 2026.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.