Boston Trust Walden’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Boston Trust Walden’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	$5.56M	Buy	69,010 +3,994	+6%	+$310K	0.04%	223
2026 Q1	$4.67M	Sell	65,016 -1,260	-2%	-$93.6K	0.04%	236
2025 Q4	$4.81M	Sell	66,276 -636	-1%	-$46.3K	0.04%	226
2025 Q3	$4.91M	Buy	66,912 +10,340	+18%	+$743K	0.04%	224
2025 Q2	$3.96M	Sell	56,572 -9,288	-14%	-$610K	0.03%	228
2025 Q1	$4.26M	Sell	65,860 -40	-0.1%	-$2.68K	0.03%	227
2024 Q4	$4.35M	Buy	65,900 +35,080	+114%	+$2.38M	0.03%	230
2024 Q3	$2.03M	Hold	30,820	–	–	0.01%	252
2024 Q2	$1.87M	Hold	30,820	–	–	0.01%	251
2024 Q1	$1.93M	Hold	30,820	–	–	0.01%	248
2023 Q4	$1.79M	Sell	30,820 -400	-1%	-$21.4K	0.01%	252
2023 Q3	$1.63M	Sell	31,220 -11,512	-27%	-$631K	0.01%	252
2023 Q2	$2.35M	Buy	42,732 +600	+1%	+$31.5K	0.02%	242
2023 Q1	$2.22M	Sell	42,132 -1,400	-3%	-$74.5K	0.02%	246
2022 Q4	$2.22M	Buy	43,532 +25,928	+147%	+$1.32M	0.02%	250
2022 Q3	$827K	Sell	17,604 -3,880	-18%	-$203K	0.01%	281
2022 Q2	$1.06M	Sell	21,484 -1,272	-6%	-$68.7K	0.01%	271
2022 Q1	$1.35M	Buy	22,756 +880	+4%	+$51.6K	0.01%	269
2021 Q4	$1.39M	Buy	21,876 +200	+0.9%	+$12.5K	0.01%	272
2021 Q3	$1.28M	Hold	21,676	–	–	0.01%	270
2021 Q2	$1.29M	Buy	21,676 +1,900	+10%	+$110K	0.01%	275
2021 Q1	$1.09M	Buy	19,776 +5,900	+43%	+$320K	0.01%	278
2020 Q4	$717K	Buy	13,876 +1,400	+11%	+$67.8K	0.01%	295
2020 Q3	$550K	Hold	12,476	–	–	0.01%	309
2020 Q2	$511K	Hold	12,476	–	–	0.01%	308
2020 Q1	$411K	Hold	12,476	–	–	0.01%	314
2019 Q4	$556K	Hold	12,476	–	–	0.01%	318
2019 Q3	$523K	Buy	12,476 +84	+0.7%	+$3.51K	0.01%	322
2019 Q2	$518K	Buy	12,392 +1,192	+11%	+$48.8K	0.01%	323
2019 Q1	$450K	Buy	11,200 +2,200	+24%	+$84.6K	0.01%	337
2018 Q4	$311K	Buy	+9,000	New	+$338K	﹤0.01%	349

Other funds holding VO

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Boston Trust Walden's VO Position: Q2 2026 in Review

Boston Trust Walden increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.1% in Q2 2026, buying an estimated $310K and bringing the position to 69,010 shares worth $5.56M. The position accounts for 0.04% of the portfolio, ranked #223.

Boston Trust Walden first reported a position in VO in Q4 2018 and has held it in 31 quarters since. 1,254 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Boston Trust Walden held 69,010 shares of Vanguard Morningstar Mid-Cap ETF worth $5.56M as of Q2 2026.
Boston Trust Walden bought 3,994 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $310K.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of Boston Trust Walden's portfolio in Q2 2026, its #223 holding.
Boston Trust Walden first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
1,254 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.