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

TrueWealth 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
Q3 		$1.56M Buy
19,926
+15
+0.1% +$1.22K 0.35% 48
2026
Q2 		$1.6M Buy
19,911
+11
+0.1% +$853 0.36% 45
2026
Q1 		$1.43M Sell
19,900
-156
-0.8% -$11.6K 0.36% 48
2025
Q4 		$1.46M Sell
20,056
-96
-0.5% -$6.98K 0.38% 50
2025
Q3 		$1.48M Buy
20,152
+16
+0.1% +$1.15K 0.4% 50
2025
Q2 		$1.41M Sell
20,136
-476
-2% -$31.2K 0.42% 48
2025
Q1 		$1.33M Sell
20,612
-220
-1% -$14.8K 0.44% 50
2024
Q4 		$1.38M Sell
20,832
-556
-3% -$37.7K 0.46% 47
2024
Q3 		$1.41M Sell
21,388
-448
-2% -$28.1K 0.47% 46
2024
Q2 		$1.32M Buy
21,836
+812
+4% +$49.3K 0.49% 43
2024
Q1 		$1.31M Sell
21,024
-1,432
-6% -$84.6K 0.51% 42
2023
Q4 		$1.31M Sell
22,456
-1,216
-5% -$65K 0.51% 39
2023
Q3 		$1.23M Sell
23,672
-1,760
-7% -$96.5K 0.52% 38
2023
Q2 		$1.4M Sell
25,432
-12,520
-33% -$656K 0.57% 36
2023
Q1 		$2M Sell
37,952
-34,468
-48% -$1.83M 0.84% 29
2022
Q4 		$3.69M Sell
72,420
-7,860
-10% -$400K 1.61% 16
2022
Q3 		$3.77M Sell
80,280
-9,192
-10% -$480K 1.79% 14
2022
Q2 		$4.41M Sell
89,472
-45,688
-34% -$2.47M 2.05% 12
2022
Q1 		$8.61M Hold
135,160
– – 3.86% 1
2021
Q4 		$8.61M Buy
135,160
+16,696
+14% +$1.05M 3.86% 1
2021
Q3 		$7.01M Buy
118,464
+13,316
+13% +$805K 3.94% 8
2021
Q2 		$6.24M Buy
105,148
+9,820
+10% +$569K 3.64% 7
2021
Q1 		$5.42M Buy
95,328
+26,884
+39% +$1.46M 3.52% 8
2020
Q4 		$3.64M Buy
+68,444
New +$3.31M 3.12% 8

Other funds holding VO

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

TrueWealth Advisors's VO Position: Q3 2026 in Review

TrueWealth Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.08% in Q3 2026, buying an estimated $1.22K and bringing the position to 19,926 shares worth $1.56M. The position accounts for 0.35% of the portfolio, ranked #48.

TrueWealth Advisors first reported a position in VO in Q4 2020 and has held it in 24 quarters since. The position peaked at $8.61M in Q1 2022. 1,330 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • TrueWealth Advisors held 19,926 shares of Vanguard Morningstar Mid-Cap ETF worth $1.56M as of Q3 2026.
  • TrueWealth Advisors bought 15 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $1.22K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.35% of TrueWealth Advisors's portfolio in Q3 2026, its #48 holding.
  • TrueWealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • TrueWealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $8.61M in Q1 2022.
  • 1,330 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.