TRUE Private Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

TRUE Private Wealth 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	$584K	Buy	7,248 +172	+2%	+$13.3K	0.05%	160
2026 Q1	$508K	Buy	+7,076	New	+$526K	0.05%	163
2020 Q1	–	Sell	-400	Closed	-$17K	–	842
2019 Q4	$17K	Buy	+400	New	+$17.2K	﹤0.01%	515
2018 Q4	–	Sell	-11,256	Closed	-$464K	–	887
2018 Q3	$464K	Buy	11,256 +4,076	+57%	+$166K	0.07%	174
2018 Q2	$282K	Buy	+7,180	New	+$282K	0.04%	214
2017 Q2	–	Sell	-7,012	Closed	-$242K	–	160
2017 Q1	$242K	Buy	7,012 +40	+0.6%	+$1.37K	0.06%	129
2016 Q4	$235K	Sell	6,972 -7,512	-52%	-$243K	0.06%	132
2016 Q3	$456K	Buy	14,484 +948	+7%	+$30.4K	0.15%	76
2016 Q2	$418K	Buy	13,536 +6,212	+85%	+$190K	0.14%	79
2016 Q1	$222K	Buy	+7,324	New	+$207K	0.09%	115

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 Private Wealth Advisors's VO Position: Q2 2026 in Review

TRUE Private Wealth Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.4% in Q2 2026, buying an estimated $13.3K and bringing the position to 7,248 shares worth $584K. The position accounts for 0.05% of the portfolio, ranked #160.

TRUE Private Wealth Advisors first reported a position in VO in Q1 2016 and has held it in 10 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

TRUE Private Wealth Advisors held 7,248 shares of Vanguard Morningstar Mid-Cap ETF worth $584K as of Q2 2026.
TRUE Private Wealth Advisors bought 172 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $13.3K.
Vanguard Morningstar Mid-Cap ETF made up 0.05% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #160 holding.
TRUE Private Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2016 and has held it in 10 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.