Blue Bell Private Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Blue Bell Private Wealth Management's VO Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.5% in Q2 2026, selling an estimated $67.9K and leaving 14,968 shares worth $1.21M. The position accounts for 0.15% of the portfolio, ranked #111.

Blue Bell Private Wealth Management first reported a position in VO in Q2 2023 and has held it in 13 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

• Blue Bell Private Wealth Management held 14,968 shares of Vanguard Morningstar Mid-Cap ETF worth $1.21M as of Q2 2026.
• Blue Bell Private Wealth Management sold 876 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $67.9K.
• Vanguard Morningstar Mid-Cap ETF made up 0.15% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #111 holding.
• Blue Bell Private Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
• 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.