Tucker Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Tucker Asset 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 Q2	$119K	Sell	1,471 -145	-9%	-$11.2K	0.03%	204
2026 Q1	$116K	Buy	1,616 +56	+4%	+$4.16K	0.03%	166
2025 Q4	$113K	Buy	1,560 +276	+21%	+$20.1K	0.03%	175
2025 Q3	$94.4K	Sell	1,284 -12	-0.9%	-$862	0.03%	156
2025 Q2	$90.7K	Sell	1,296 -428	-25%	-$28.1K	0.03%	140
2025 Q1	$112K	Sell	1,724 -132	-7%	-$8.86K	0.04%	133
2024 Q4	$123K	Sell	1,856 -200	-10%	-$13.6K	0.01%	211
2024 Q3	$136K	Buy	2,056 +376	+22%	+$23.6K	0.03%	189
2024 Q2	$102K	Hold	1,680	–	–	0.02%	259
2024 Q1	$105K	Buy	1,680 +24	+1%	+$1.42K	0.02%	271
2023 Q4	$96.3K	Sell	1,656 -92	-5%	-$4.92K	0.02%	222
2023 Q3	$91K	Buy	1,748 +1,484	+562%	+$81.4K	0.02%	229
2023 Q2	$14.5K	Sell	264 -60	-19%	-$3.15K	﹤0.01%	448
2023 Q1	$17.1K	Sell	324 -28	-8%	-$1.49K	0.01%	454
2022 Q4	$18K	Buy	352 +120	+52%	+$6.11K	0.01%	265
2022 Q3	$11.8K	Buy	232 +32	+16%	+$1.67K	﹤0.01%	301
2022 Q2	$9.85K	Buy	+200	New	+$10.8K	﹤0.01%	251

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Tucker Asset Management's VO Position: Q2 2026 in Review

Tucker Asset Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 9% in Q2 2026, selling an estimated $11.2K and leaving 1,471 shares worth $119K. The position accounts for 0.03% of the portfolio, ranked #204.

Tucker Asset Management first reported a position in VO in Q2 2022 and has held it in 17 quarters since. The position peaked at $136K in Q3 2024. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Tucker Asset Management held 1,471 shares of Vanguard Morningstar Mid-Cap ETF worth $119K as of Q2 2026.
Tucker Asset Management sold 145 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $11.2K.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Tucker Asset Management's portfolio in Q2 2026, its #204 holding.
Tucker Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
Tucker Asset Management's Vanguard Morningstar Mid-Cap ETF position peaked at $136K in Q3 2024.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.