BMCM
VO icon

Bryn Mawr Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Bryn Mawr Capital Management’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 		$1.18M Sell
14,617
-339
-2% -$26.3K 0.05% 205
2026
Q1 		$1.07M Buy
14,956
+516
+4% +$38.3K 0.05% 211
2025
Q4 		$1.05M Sell
14,440
-636
-4% -$46.3K 0.05% 210
2025
Q3 		$1.11M Sell
15,076
-1,000
-6% -$71.8K 0.05% 201
2025
Q2 		$1.12M Sell
16,076
-3,572
-18% -$234K 0.06% 192
2025
Q1 		$1.27M Sell
19,648
-23,812
-55% -$1.6M 0.08% 180
2024
Q4 		$2.87M Sell
43,460
-456
-1% -$31K 0.15% 123
2024
Q3 		$2.9M Sell
43,916
-124
-0.3% -$7.79K 0.16% 127
2024
Q2 		$2.69M Sell
44,040
-1,344
-3% -$81.7K 0.15% 128
2024
Q1 		$2.83M Sell
45,384
-2,604
-5% -$154K 0.16% 125
2023
Q4 		$2.79M Sell
47,988
-1,368
-3% -$73.1K 0.17% 122
2023
Q3 		$2.57M Buy
49,356
+15,004
+44% +$823K 0.17% 118
2023
Q2 		$1.89M Buy
34,352
+2,896
+9% +$152K 0.18% 117
2023
Q1 		$1.66M Sell
31,456
-280
-0.9% -$14.9K 0.17% 128
2022
Q4 		$1.62M Buy
+31,736
New +$1.62M 0.17% 122
2022
Q2 		– Sell
-3,776
Closed -$225K – 165
2022
Q1 		$225K Hold
3,776
– – 0.06% 149
2021
Q4 		$241K Hold
3,776
– – 0.09% 93
2021
Q3 		$224K Buy
3,776
+4
+0.1% +$242 0.1% 90
2021
Q2 		$224K Hold
3,772
– – 0.1% 87
2021
Q1 		$209K Buy
+3,772
New +$205K 0.1% 90

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bryn Mawr Capital Management's VO Position: Q2 2026 in Review

Bryn Mawr Capital Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.3% in Q2 2026, selling an estimated $26.3K and leaving 14,617 shares worth $1.18M. The position accounts for 0.05% of the portfolio, ranked #205.

Bryn Mawr Capital Management first reported a position in VO in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.9M in Q3 2024. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Bryn Mawr Capital Management held 14,617 shares of Vanguard Morningstar Mid-Cap ETF worth $1.18M as of Q2 2026.
  • Bryn Mawr Capital Management sold 339 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $26.3K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.05% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #205 holding.
  • Bryn Mawr Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2021 and has held it in 20 quarters since.
  • Bryn Mawr Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $2.9M in Q3 2024.
  • 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.