BridgePort Financial Solutions’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

BridgePort Financial Solutions’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	$1.19M	Sell	14,759 -269	-2%	-$20.9K	0.3%	72
2026 Q1	$1.08M	Buy	15,028 +112	+0.8%	+$8.32K	0.31%	66
2025 Q4	$1.08M	Buy	14,916 +532	+4%	+$38.7K	0.29%	67
2025 Q3	$1.06M	Buy	14,384 +576	+4%	+$41.4K	0.28%	71
2025 Q2	$966K	Buy	13,808 +912	+7%	+$59.9K	0.32%	62
2025 Q1	$834K	Buy	12,896 +960	+8%	+$64.4K	0.38%	57
2024 Q4	$796K	Buy	+11,936	New	+$810K	0.36%	60

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

BridgePort Financial Solutions's VO Position: Q2 2026 in Review

BridgePort Financial Solutions reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.8% in Q2 2026, selling an estimated $20.9K and leaving 14,759 shares worth $1.19M. The position accounts for 0.3% of the portfolio, ranked #72.

BridgePort Financial Solutions first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

BridgePort Financial Solutions held 14,759 shares of Vanguard Morningstar Mid-Cap ETF worth $1.19M as of Q2 2026.
BridgePort Financial Solutions sold 269 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $20.9K.
Vanguard Morningstar Mid-Cap ETF made up 0.3% of BridgePort Financial Solutions's portfolio in Q2 2026, its #72 holding.
BridgePort Financial Solutions first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.