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

Eagle Bay 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	$819K	Buy	10,168 +12	+0.1%	+$930	0.61%	37
2026 Q1	$732K	Buy	10,156 +4	+0%	+$297	0.65%	35
2025 Q4	$737K	Buy	10,152 +8	+0.1%	+$582	0.54%	35
2025 Q3	$748K	Buy	10,144 +8	+0.1%	+$575	0.59%	37
2025 Q2	$712K	Buy	10,136 +356	+4%	+$23.4K	0.59%	36
2025 Q1	$632K	Hold	9,780	–	–	0.54%	39
2024 Q4	$646K	Hold	9,780	–	–	0.41%	45
2024 Q3	$645K	Hold	9,780	–	–	0.25%	76
2024 Q2	$594K	Hold	9,780	–	–	0.36%	47
2024 Q1	$611K	Buy	9,780 +9,744	+27,067%	+$576K	0.39%	47
2023 Q4	$2.09K	Sell	36 -1,252	-97%	-$66.9K	﹤0.01%	738
2023 Q3	$67.1K	Sell	1,288 -128	-9%	-$7.02K	0.03%	343
2023 Q2	$77.9K	Sell	1,416 -1,168	-45%	-$61.2K	0.04%	275
2023 Q1	$136K	Sell	2,584 -908	-26%	-$48.3K	0.07%	176
2022 Q4	$178K	Buy	3,492 +2,272	+186%	+$116K	0.1%	147
2022 Q3	$57K	Hold	1,220	–	–	0.04%	318
2022 Q2	$60.1K	Buy	+1,220	New	+$65.9K	0.04%	320

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

Eagle Bay Advisors's VO Position: Q2 2026 in Review

Eagle Bay Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.12% in Q2 2026, buying an estimated $930 and bringing the position to 10,168 shares worth $819K. The position accounts for 0.61% of the portfolio, ranked #37.

Eagle Bay Advisors first reported a position in VO in Q2 2022 and has held it in 17 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Eagle Bay Advisors held 10,168 shares of Vanguard Morningstar Mid-Cap ETF worth $819K as of Q2 2026.
Eagle Bay Advisors bought 12 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $930.
Vanguard Morningstar Mid-Cap ETF made up 0.61% of Eagle Bay Advisors's portfolio in Q2 2026, its #37 holding.
Eagle Bay Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Eagle Bay Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.