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TS Financial Group (TSFG)’s Vanguard Mid-Cap ETF VO Stock Holding History

TS Financial Group (TSFG)’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 		$3.5M Sell
43,391
-1,193
-3% -$92.5K 0.44% 48
2026
Q1 		$3.2M Sell
44,584
-3,584
-7% -$266K 0.49% 42
2025
Q4 		$3.5M Sell
48,168
-5,628
-10% -$409K 0.52% 42
2025
Q3 		$3.95M Sell
53,796
-2,224
-4% -$160K 0.63% 39
2025
Q2 		$3.92M Sell
56,020
-38,320
-41% -$2.52M 0.71% 39
2025
Q1 		$6.1M Sell
94,340
-14,372
-13% -$964K 1.25% 22
2024
Q4 		$7.18M Buy
108,712
+3,164
+3% +$215K 1.47% 18
2024
Q3 		$6.96M Buy
105,548
+1,772
+2% +$111K 1.52% 19
2024
Q2 		$6.28M Sell
103,776
-10,848
-9% -$659K 1.47% 20
2024
Q1 		$7.16M Buy
114,624
+22,700
+25% +$1.34M 1.81% 15
2023
Q4 		$5.35M Buy
91,924
+24,820
+37% +$1.33M 1.69% 16
2023
Q3 		$3.49M Buy
67,104
+14,272
+27% +$783K 1.24% 19
2023
Q2 		$2.91M Sell
52,832
-760
-1% -$39.8K 1.08% 21
2023
Q1 		$2.83M Buy
53,592
+192
+0.4% +$10.2K 1.05% 22
2022
Q4 		$2.72M Buy
53,400
+12,792
+32% +$652K 1.08% 20
2022
Q3 		$1.91M Buy
40,608
+484
+1% +$25.3K 0.89% 25
2022
Q2 		$1.98M Buy
40,124
+320
+0.8% +$17.3K 0.85% 25
2022
Q1 		$2.37M Buy
39,804
+280
+0.7% +$16.4K 0.86% 25
2021
Q4 		$2.52M Buy
39,524
+2,604
+7% +$163K 0.88% 24
2021
Q3 		$2.19M Buy
36,920
+832
+2% +$50.3K 0.85% 26
2021
Q2 		$2.14M Sell
36,088
-280
-0.8% -$16.2K 0.86% 25
2021
Q1 		$2.01M Buy
36,368
+1,908
+6% +$104K 1.02% 22
2020
Q4 		$1.78M Sell
34,460
-1,156
-3% -$56K 0.95% 22
2020
Q3 		$1.57M Sell
35,616
-1,040
-3% -$45.3K 0.93% 21
2020
Q2 		$1.5M Buy
36,656
+10,480
+40% +$401K 0.99% 20
2020
Q1 		$862K Sell
26,176
-4,472
-15% -$185K 0.77% 23
2019
Q4 		$1.36M Buy
30,648
+336
+1% +$14.4K 1.01% 20
2019
Q3 		$1.27M Sell
30,312
-608
-2% -$25.4K 0.97% 21
2019
Q2 		$1.29M Sell
30,920
-236
-0.8% -$9.66K 1.04% 20
2019
Q1 		$1.25M Buy
+31,156
New +$1.2M 1.07% 19

Other funds holding VO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

TS Financial Group (TSFG)'s VO Position: Q2 2026 in Review

TS Financial Group (TSFG) reduced its Vanguard Mid-Cap ETF (VO) stake by 2.7% in Q2 2026, selling an estimated $92.5K and leaving 43,391 shares worth $3.5M. The position accounts for 0.44% of the portfolio, ranked #48.

TS Financial Group (TSFG) first reported a position in VO in Q1 2019 and has held it in 30 quarters since. The position peaked at $7.18M in Q4 2024. 1,124 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • TS Financial Group (TSFG) held 43,391 shares of Vanguard Mid-Cap ETF worth $3.5M as of Q2 2026.
  • TS Financial Group (TSFG) sold 1,193 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $92.5K.
  • Vanguard Mid-Cap ETF made up 0.44% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #48 holding.
  • TS Financial Group (TSFG) first reported a position in Vanguard Mid-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • TS Financial Group (TSFG)'s Vanguard Mid-Cap ETF position peaked at $7.18M in Q4 2024.
  • 1,124 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.