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TrueWealth Advisors’s Vanguard 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
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

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

TrueWealth Advisors's VO Position: Q2 2026 in Review

TrueWealth Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 0.06% in Q2 2026, buying an estimated $853 and bringing the position to 19,911 shares worth $1.6M. The position accounts for 0.36% of the portfolio, ranked #45.

TrueWealth Advisors first reported a position in VO in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.61M in Q1 2022. 823 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • TrueWealth Advisors held 19,911 shares of Vanguard Mid-Cap ETF worth $1.6M as of Q2 2026.
  • TrueWealth Advisors bought 11 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $853.
  • Vanguard Mid-Cap ETF made up 0.36% of TrueWealth Advisors's portfolio in Q2 2026, its #45 holding.
  • TrueWealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • TrueWealth Advisors's Vanguard Mid-Cap ETF position peaked at $8.61M in Q1 2022.
  • 823 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.