Edmond de Rothschild Holding’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Edmond de Rothschild Holding’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	–	Sell	-80	Closed	-$5.74K	–	648
2026 Q1	$5.74K	Hold	80	–	–	﹤0.01%	527
2025 Q4	$5.8K	Hold	80	–	–	﹤0.01%	548
2025 Q3	$5.88K	Hold	80	–	–	﹤0.01%	552
2025 Q2	$5.6K	Hold	80	–	–	﹤0.01%	548
2025 Q1	$5.17K	Hold	80	–	–	﹤0.01%	559
2024 Q4	$5.28K	Buy	+80	New	+$5.43K	﹤0.01%	595
2024 Q1	–	Sell	-3,412	Closed	-$198K	–	726
2023 Q4	$198K	Hold	3,412	–	–	﹤0.01%	433
2023 Q3	$178K	Hold	3,412	–	–	﹤0.01%	432
2023 Q2	$188K	Hold	3,412	–	–	﹤0.01%	448
2023 Q1	$180K	Hold	3,412	–	–	﹤0.01%	455
2022 Q4	$174K	Hold	3,412	–	–	﹤0.01%	487
2022 Q3	$160K	Hold	3,412	–	–	﹤0.01%	503
2022 Q2	$168K	Hold	3,412	–	–	﹤0.01%	511
2022 Q1	$203K	Sell	3,412 -1,000	-23%	-$58.7K	﹤0.01%	495
2021 Q4	$281K	Hold	4,412	–	–	0.01%	486
2021 Q3	$261K	Hold	4,412	–	–	0.01%	506
2021 Q2	$262K	Hold	4,412	–	–	0.01%	497
2021 Q1	$244K	Buy	+4,412	New	+$239K	0.01%	455

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

Edmond de Rothschild Holding's VO Position: Q2 2026 in Review

Edmond de Rothschild Holding sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 80 shares — an estimated $5.74K sold.

Edmond de Rothschild Holding first reported a position in VO in Q1 2021 and held it in 18 quarters. The position peaked at $281K in Q4 2021. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Edmond de Rothschild Holding reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Edmond de Rothschild Holding sold 80 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $5.74K.
Edmond de Rothschild Holding first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2021 and held it in 18 quarters.
Edmond de Rothschild Holding's Vanguard Morningstar Mid-Cap ETF position peaked at $281K in Q4 2021.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.