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Baldwin Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Baldwin Investment 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
Q1 		– Sell
-3,104
Closed -$225K – 216
2025
Q4 		$225K Buy
3,104
+20
+0.6% +$1.46K 0.03% 199
2025
Q3 		$226K Buy
3,084
+12
+0.4% +$862 0.03% 200
2025
Q2 		$215K Buy
+3,072
New +$202K 0.03% 200
2025
Q1 		– Sell
-3,860
Closed -$255K – 211
2024
Q4 		$255K Sell
3,860
-3,992
-51% -$271K 0.03% 185
2024
Q3 		$518K Buy
7,852
+20
+0.3% +$1.26K 0.06% 155
2024
Q2 		$474K Sell
7,832
-620
-7% -$37.7K 0.06% 150
2024
Q1 		$528K Buy
8,452
+16
+0.2% +$946 0.07% 151
2023
Q4 		$491K Sell
8,436
-784
-9% -$41.9K 0.08% 138
2023
Q3 		$480K Sell
9,220
-88
-0.9% -$4.83K 0.08% 137
2023
Q2 		$512K Sell
9,308
-128
-1% -$6.71K 0.08% 136
2023
Q1 		$498K Buy
9,436
+12
+0.1% +$638 0.09% 139
2022
Q4 		$480K Sell
9,424
-180
-2% -$9.17K 0.09% 136
2022
Q3 		$451K Sell
9,604
-1,748
-15% -$91.4K 0.09% 134
2022
Q2 		$559K Buy
11,352
+12
+0.1% +$648 0.11% 131
2022
Q1 		$674K Sell
11,340
-472
-4% -$27.7K 0.1% 132
2021
Q4 		$752K Buy
11,812
+12
+0.1% +$752 0.12% 128
2021
Q3 		$698K Sell
11,800
-72
-0.6% -$4.35K 0.12% 127
2021
Q2 		$704K Buy
11,872
+12
+0.1% +$695 0.12% 126
2021
Q1 		$656K Buy
11,860
+8
+0.1% +$434 0.12% 132
2020
Q4 		$613K Buy
11,852
+28
+0.2% +$1.36K 0.12% 128
2020
Q3 		$521K Sell
11,824
-28
-0.2% -$1.22K 0.12% 118
2020
Q2 		$486K Hold
11,852
– – 0.15% 93
2020
Q1 		$390K Sell
11,852
-1,584
-12% -$65.6K 0.13% 98
2019
Q4 		$598K Sell
13,436
-480
-3% -$20.6K 0.16% 92
2019
Q3 		$583K Buy
13,916
+20
+0.1% +$836 0.17% 90
2019
Q2 		$581K Buy
13,896
+8
+0.1% +$327 0.17% 92
2019
Q1 		$558K Hold
13,888
– – 0.17% 95
2018
Q4 		$480K Buy
13,888
+232
+2% +$8.71K 0.15% 94
2018
Q3 		$561K Hold
13,656
– – 0.16% 92
2018
Q2 		$538K Buy
+13,656
New +$536K 0.17% 95

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Baldwin Investment Management's VO Position: Q1 2026 in Review

Baldwin Investment Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026, closing a stake of 3,104 shares — an estimated $225K sold.

Baldwin Investment Management first reported a position in VO in Q2 2018 and held it in 30 quarters. The position peaked at $752K in Q4 2021. 2,404 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Baldwin Investment Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Baldwin Investment Management sold 3,104 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $225K.
  • Baldwin Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2018 and held it in 30 quarters.
  • Baldwin Investment Management's Vanguard Morningstar Mid-Cap ETF position peaked at $752K in Q4 2021.
  • 2,404 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Baldwin Investment Management's 13F filing for Q1 2026, filed 12 May 2026.