Bridgewater Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Bridgewater Advisors’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	$2.3M	Sell	28,143 -84,429	-75%	-$6.55M	0.13%	83
2026 Q1	$2.17M	Buy	112,572 +80,224	+248%	+$5.96M	0.13%	82
2025 Q4	$2.42M	Hold	32,348	–	–	0.16%	75
2025 Q3	$2.32M	Hold	32,348	–	–	0.16%	72
2025 Q2	$2.33M	Sell	32,348 -244	-0.7%	-$16K	0.18%	69
2025 Q1	$2.09M	Buy	+32,592	New	+$2.19M	0.18%	71
2022 Q3	–	Sell	-20,612	Closed	-$1.01M	–	218
2022 Q2	$1.01M	Hold	20,612	–	–	0.21%	81
2022 Q1	$1.23M	Hold	20,612	–	–	0.3%	73
2021 Q4	$1.31M	Hold	20,612	–	–	0.29%	77
2021 Q3	$1.22M	Buy	20,612 +328	+2%	+$19.8K	0.34%	69
2021 Q2	$1.2M	Hold	20,284	–	–	0.38%	71
2021 Q1	$1.13M	Buy	+20,284	New	+$1.1M	0.57%	47
2014 Q2	$511K	Hold	17,216	–	–	0.43%	53
2014 Q1	$489K	Sell	17,216 -400	-2%	-$11.1K	0.49%	49
2013 Q4	$485K	Buy	+17,616	New	+$469K	0.5%	47

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 22.9% 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

Bridgewater Advisors's VO Position: Q2 2026 in Review

Bridgewater Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 75% in Q2 2026, selling an estimated $6.55M and leaving 28,143 shares worth $2.3M. The position accounts for 0.13% of the portfolio, ranked #83.

Bridgewater Advisors first reported a position in VO in Q4 2013 and has held it in 15 quarters since. The position peaked at $2.42M in Q4 2025. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Bridgewater Advisors held 28,143 shares of Vanguard Morningstar Mid-Cap ETF worth $2.3M as of Q2 2026.
Bridgewater Advisors sold 84,429 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $6.55M.
Vanguard Morningstar Mid-Cap ETF made up 0.13% of Bridgewater Advisors's portfolio in Q2 2026, its #83 holding.
Bridgewater Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2013 and has held it in 15 quarters since.
Bridgewater Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $2.42M in Q4 2025.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.