Turtle Creek Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$650K Sell
8,062
-102
-1% -$7.91K 0.03% 229
2026
Q1
$586K Buy
8,164
+660
+9% +$49K 0.04% 208
2025
Q4
$544K Sell
7,504
-120
-2% -$8.73K 0.04% 225
2025
Q3
$560K Hold
7,624
0.05% 200
2025
Q2
$533K Buy
+7,624
New +$500K 0.06% 166
2024
Q4
Sell
-5,248
Closed -$346K 162
2024
Q3
$346K Buy
5,248
+424
+9% +$26.6K 0.07% 126
2024
Q2
$292K Buy
4,824
+208
+5% +$12.6K 0.07% 124
2024
Q1
$288K Buy
4,616
+64
+1% +$3.78K 0.07% 121
2023
Q4
$265K Buy
+4,552
New +$243K 0.08% 124

Other funds holding VO

Turtle Creek Wealth Advisors's VO Position: Q2 2026 in Review

Turtle Creek Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.2% in Q2 2026, selling an estimated $7.91K and leaving 8,062 shares worth $650K. The position accounts for 0.03% of the portfolio, ranked #229.

Turtle Creek Wealth Advisors first reported a position in VO in Q4 2023 and has held it in 9 quarters since. 1,444 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Turtle Creek Wealth Advisors held 8,062 shares of Vanguard Morningstar Mid-Cap ETF worth $650K as of Q2 2026.
  • Turtle Creek Wealth Advisors sold 102 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $7.91K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.03% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #229 holding.
  • Turtle Creek Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 9 quarters since.
  • 1,444 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.