Benjamin Edwards Inc’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Benjamin Edwards Inc’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	$22.8M	Buy	282,381 +10,713	+4%	+$831K	0.21%	130
2026 Q1	$19.5M	Buy	271,668 +4,364	+2%	+$324K	0.19%	136
2025 Q4	$19.4M	Buy	267,304 +5,208	+2%	+$379K	0.21%	120
2025 Q3	$19.3M	Buy	262,096 +9,040	+4%	+$649K	0.22%	117
2025 Q2	$17.7M	Buy	253,056 +6,264	+3%	+$411K	0.23%	110
2025 Q1	$16M	Buy	246,792 +8,480	+4%	+$569K	0.22%	114
2024 Q4	$15.7M	Buy	238,312 +25,516	+12%	+$1.73M	0.23%	114
2024 Q3	$14M	Buy	+212,796	New	+$13.4M	0.2%	124
2023 Q3	–	Sell	-44	Closed	-$2K	–	683
2023 Q2	$2K	Buy	+44	New	+$2.31K	﹤0.01%	650
2023 Q1	–	Sell	-164	Closed	-$8K	–	765
2022 Q4	$8K	Buy	164 +4	+3%	+$204	﹤0.01%	607
2022 Q3	$8K	Hold	160	–	–	﹤0.01%	584
2022 Q2	$8K	Buy	+160	New	+$8.64K	﹤0.01%	607

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

Benjamin Edwards Inc's VO Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.9% in Q2 2026, buying an estimated $831K and bringing the position to 282,381 shares worth $22.8M. The position accounts for 0.21% of the portfolio, ranked #130.

Benjamin Edwards Inc first reported a position in VO in Q2 2022 and has held it in 12 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Benjamin Edwards Inc held 282,381 shares of Vanguard Morningstar Mid-Cap ETF worth $22.8M as of Q2 2026.
Benjamin Edwards Inc bought 10,713 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $831K.
Vanguard Morningstar Mid-Cap ETF made up 0.21% of Benjamin Edwards Inc's portfolio in Q2 2026, its #130 holding.
Benjamin Edwards Inc first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 12 quarters since.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.