Trueblood Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Trueblood Wealth Management’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	$1.35M	Buy	16,800 +940	+6%	+$72.9K	0.47%	63
2026 Q1	$1.14M	Buy	15,860 +1,772	+13%	+$132K	0.45%	71
2025 Q4	$1.02M	Buy	14,088 +816	+6%	+$59.4K	0.4%	80
2025 Q3	$975K	Buy	13,272 +228	+2%	+$16.4K	0.38%	91
2025 Q2	$913K	Buy	13,044 +2,272	+21%	+$149K	0.38%	88
2025 Q1	$696K	Buy	10,772 +2,432	+29%	+$163K	0.32%	106
2024 Q4	$551K	Buy	8,340 +2,264	+37%	+$154K	0.27%	123
2024 Q3	$401K	Buy	+6,076	New	+$381K	0.2%	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 22.96% 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

Trueblood Wealth Management's VO Position: Q2 2026 in Review

Trueblood Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.9% in Q2 2026, buying an estimated $72.9K and bringing the position to 16,800 shares worth $1.35M. The position accounts for 0.47% of the portfolio, ranked #63.

Trueblood Wealth Management first reported a position in VO in Q3 2024 and has held it in 8 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Trueblood Wealth Management held 16,800 shares of Vanguard Morningstar Mid-Cap ETF worth $1.35M as of Q2 2026.
Trueblood Wealth Management bought 940 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $72.9K.
Vanguard Morningstar Mid-Cap ETF made up 0.47% of Trueblood Wealth Management's portfolio in Q2 2026, its #63 holding.
Trueblood Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.