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

TruWealth 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 Q1	$7.18M	Sell	99,964 -2,376	-2%	-$177K	0.34%	59
2025 Q4	$7.43M	Sell	102,340 -4,100	-4%	-$298K	0.36%	57
2025 Q3	$7.82M	Sell	106,440 -2,700	-2%	-$194K	0.4%	55
2025 Q2	$7.64M	Sell	109,140 -1,316	-1%	-$86.4K	0.42%	54
2025 Q1	$7.14M	Sell	110,456 -1,444	-1%	-$96.9K	0.43%	51
2024 Q4	$7.39M	Sell	111,900 -580	-0.5%	-$39.4K	0.45%	52
2024 Q3	$7.42M	Sell	112,480 -44	-0%	-$2.76K	0.45%	50
2024 Q2	$6.81M	Sell	112,524 -60,536	-35%	-$3.68M	0.45%	48
2024 Q1	$10.8M	Buy	173,060 +488	+0.3%	+$28.8K	0.75%	43
2023 Q4	$10M	Sell	172,572 -1,292	-0.7%	-$69K	0.77%	42
2023 Q3	$9.05M	Buy	173,864 +1,092	+0.6%	+$59.9K	0.78%	42
2023 Q2	$9.51M	Buy	172,772 +1,804	+1%	+$94.6K	0.82%	40
2023 Q1	$9.02M	Buy	170,968 +7,660	+5%	+$408K	0.83%	36
2022 Q4	$8.32M	Buy	163,308 +5,248	+3%	+$267K	0.81%	36
2022 Q3	$7.43M	Buy	158,060 +10,880	+7%	+$569K	0.79%	35
2022 Q2	$7.25M	Buy	147,180 +7,304	+5%	+$395K	0.78%	33
2022 Q1	$8.32M	Buy	+139,876	New	+$8.21M	0.86%	31

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

TruWealth Advisors's VO Position: Q1 2026 in Review

TruWealth Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 2.3% in Q1 2026, selling an estimated $177K and leaving 99,964 shares worth $7.18M. The position accounts for 0.34% of the portfolio, ranked #59.

TruWealth Advisors first reported a position in VO in Q1 2022 and has held it in 17 quarters since. The position peaked at $10.8M in Q1 2024. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

TruWealth Advisors held 99,964 shares of Vanguard Mid-Cap ETF worth $7.18M as of Q1 2026.
TruWealth Advisors sold 2,376 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $177K.
Vanguard Mid-Cap ETF made up 0.34% of TruWealth Advisors's portfolio in Q1 2026, its #59 holding.
TruWealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q1 2022 and has held it in 17 quarters since.
TruWealth Advisors's Vanguard Mid-Cap ETF position peaked at $10.8M in Q1 2024.
2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.