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

TrueWealth Financial Partners’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 		$10.8M Sell
133,846
-542
-0.4% -$42K 4.46% 11
2026
Q1 		$9.65M Buy
+134,388
New +$9.98M 3.85% 12
2025
Q4 		– Sell
-137,116
Closed -$10.1M – 69
2025
Q3 		$10.1M Sell
137,116
-60,708
-31% -$4.36M 5.14% 9
2025
Q2 		$13.8M Sell
197,824
-21,360
-10% -$1.4M 7.63% 4
2025
Q1 		$14.2M Sell
219,184
-19,908
-8% -$1.34M 8.56% 5
2024
Q4 		$15.8M Buy
239,092
+2,364
+1% +$160K 9.8% 4
2024
Q3 		$15.6M Sell
236,728
-8,588
-4% -$539K 9.4% 7
2024
Q2 		$14.8M Buy
245,316
+15,748
+7% +$957K 9.58% 5
2024
Q1 		$14.3M Buy
229,568
+4,176
+2% +$247K 10.06% 5
2023
Q4 		$13.1M Buy
225,392
+1,972
+0.9% +$105K 9.96% 5
2023
Q3 		$11.6M Buy
223,420
+7,768
+4% +$426K 9.57% 6
2023
Q2 		$11.9M Buy
215,652
+2,540
+1% +$133K 9.82% 5
2023
Q1 		$11.2M Buy
213,112
+16,612
+8% +$884K 9.69% 7
2022
Q4 		$10M Buy
196,500
+6,996
+4% +$356K 9.71% 5
2022
Q3 		$8.91M Buy
189,504
+7,940
+4% +$415K 9.67% 4
2022
Q2 		$8.94M Buy
181,564
+11,556
+7% +$624K 9.38% 6
2022
Q1 		$10.1M Buy
170,008
+3,628
+2% +$213K 9.72% 5
2021
Q4 		$10.6M Buy
+166,380
New +$10.4M 10.36% 5

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

TrueWealth Financial Partners's VO Position: Q2 2026 in Review

TrueWealth Financial Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.4% in Q2 2026, selling an estimated $42K and leaving 133,846 shares worth $10.8M. The position accounts for 4.46% of the portfolio, ranked #11.

TrueWealth Financial Partners first reported a position in VO in Q4 2021 and has held it in 18 quarters since. The position peaked at $15.8M in Q4 2024. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • TrueWealth Financial Partners held 133,846 shares of Vanguard Morningstar Mid-Cap ETF worth $10.8M as of Q2 2026.
  • TrueWealth Financial Partners sold 542 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $42K.
  • Vanguard Morningstar Mid-Cap ETF made up 4.46% of TrueWealth Financial Partners's portfolio in Q2 2026, its #11 holding.
  • TrueWealth Financial Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • TrueWealth Financial Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $15.8M in Q4 2024.
  • 2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on TrueWealth Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.