TruNorth Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

TruNorth Capital 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 Q1	–	Sell	-7,464	Closed	-$542K	–	127
2025 Q4	$542K	Hold	7,464	–	–	0.1%	62
2025 Q3	$548K	Hold	7,464	–	–	0.11%	55
2025 Q2	$522K	Hold	7,464	–	–	0.12%	53
2025 Q1	$483K	Buy	7,464 +7,324	+5,231%	+$492K	0.12%	59
2024 Q4	$9.24K	Hold	140	–	–	﹤0.01%	287
2024 Q3	$9.23K	Sell	140 -72	-34%	-$4.52K	﹤0.01%	288
2024 Q2	$12.8K	Buy	+212	New	+$12.9K	﹤0.01%	237

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

TruNorth Capital Management's VO Position: Q1 2026 in Review

TruNorth Capital Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026, closing a stake of 7,464 shares — an estimated $542K sold.

TruNorth Capital Management first reported a position in VO in Q2 2024 and held it in 7 quarters. The position peaked at $548K in Q3 2025. 2,404 funds tracked by Wall St. Rank hold VO as of Q1 2026.

TruNorth Capital Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
TruNorth Capital Management sold 7,464 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $542K.
TruNorth Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and held it in 7 quarters.
TruNorth Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $548K in Q3 2025.
2,404 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on TruNorth Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.