Edgemoor Investment Advisors’s Vanguard 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 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Edgemoor Investment Advisors's VO Position: Q1 2026 in Review

Edgemoor Investment Advisors held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 4,360 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #143.

Edgemoor Investment Advisors first reported a position in VO in Q3 2023 and has held it in 11 quarters since. The position peaked at $375K in Q1 2024. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Edgemoor Investment Advisors held 4,360 shares of Vanguard Mid-Cap ETF worth $313K as of Q1 2026.
Edgemoor Investment Advisors left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap ETF made up 0.02% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #143 holding.
Edgemoor Investment Advisors first reported a position in Vanguard Mid-Cap ETF in Q3 2023 and has held it in 11 quarters since.
Edgemoor Investment Advisors's Vanguard Mid-Cap ETF position peaked at $375K in Q1 2024.
2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.