Tyche Wealth Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Tyche Wealth Partners’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	$438K	Buy	5,435 +787	+17%	+$61K	0.06%	210
2026 Q1	$334K	Buy	4,648 +1,120	+32%	+$83.2K	0.05%	258
2025 Q4	$256K	Sell	3,528 -16	-0.5%	-$1.16K	0.04%	281
2025 Q3	$260K	Sell	3,544 -112	-3%	-$8.04K	0.05%	251
2025 Q2	$256K	Hold	3,656	–	–	0.05%	241
2025 Q1	$236K	Sell	3,656 -560	-13%	-$37.6K	0.05%	238
2024 Q4	$278K	Buy	4,216 +4	+0.1%	+$272	0.06%	227
2024 Q3	$278K	Hold	4,212	–	–	0.06%	208
2024 Q2	$255K	Hold	4,212	–	–	0.06%	215
2024 Q1	$263K	Sell	4,212 -2,104	-33%	-$124K	0.06%	220
2023 Q4	$367K	Buy	+6,316	New	+$337K	0.09%	195

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

Tyche Wealth Partners's VO Position: Q2 2026 in Review

Tyche Wealth Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 17% in Q2 2026, buying an estimated $61K and bringing the position to 5,435 shares worth $438K. The position accounts for 0.06% of the portfolio, ranked #210.

Tyche Wealth Partners first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Tyche Wealth Partners held 5,435 shares of Vanguard Morningstar Mid-Cap ETF worth $438K as of Q2 2026.
Tyche Wealth Partners bought 787 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $61K.
Vanguard Morningstar Mid-Cap ETF made up 0.06% of Tyche Wealth Partners's portfolio in Q2 2026, its #210 holding.
Tyche Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Tyche Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.