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

Edgemoor Investment 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	$309K	Sell	3,840 -520	-12%	-$40.3K	0.02%	149
2026 Q1	$313K	Hold	4,360	–	–	0.02%	143
2025 Q4	$316K	Hold	4,360	–	–	0.02%	141
2025 Q3	$320K	Hold	4,360	–	–	0.02%	150
2025 Q2	$305K	Hold	4,360	–	–	0.03%	140
2025 Q1	$282K	Hold	4,360	–	–	0.03%	137
2024 Q4	$288K	Hold	4,360	–	–	0.03%	139
2024 Q3	$288K	Sell	4,360 -1,640	-27%	-$103K	0.03%	138
2024 Q2	$363K	Hold	6,000	–	–	0.03%	122
2024 Q1	$375K	Hold	6,000	–	–	0.04%	122
2023 Q4	$349K	Hold	6,000	–	–	0.04%	123
2023 Q3	$312K	Buy	+6,000	New	+$329K	0.04%	125

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

Edgemoor Investment Advisors's VO Position: Q2 2026 in Review

Edgemoor Investment Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 12% in Q2 2026, selling an estimated $40.3K and leaving 3,840 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #149.

Edgemoor Investment Advisors first reported a position in VO in Q3 2023 and has held it in 12 quarters since. The position peaked at $375K in Q1 2024. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Edgemoor Investment Advisors held 3,840 shares of Vanguard Morningstar Mid-Cap ETF worth $309K as of Q2 2026.
Edgemoor Investment Advisors sold 520 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $40.3K.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #149 holding.
Edgemoor Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
Edgemoor Investment Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $375K in Q1 2024.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.