Haverford Trust Company’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Haverford Trust Company’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	$2.59M	Sell	32,156 -7,008	-18%	-$543K	0.02%	166
2026 Q1	$2.81M	Sell	39,164 -2,504	-6%	-$186K	0.03%	158
2025 Q4	$3.02M	Buy	41,668 +1,760	+4%	+$128K	0.03%	149
2025 Q3	$2.93M	Hold	39,908	–	–	0.03%	146
2025 Q2	$2.79M	Buy	39,908 +428	+1%	+$28.1K	0.03%	155
2025 Q1	$2.55M	Buy	39,480 +1,568	+4%	+$105K	0.03%	161
2024 Q4	$2.5M	Buy	37,912 +5,368	+16%	+$364K	0.02%	159
2024 Q3	$2.15M	Sell	32,544 -532	-2%	-$33.4K	0.02%	168
2024 Q2	$2M	Buy	33,076 +1,184	+4%	+$72K	0.02%	173
2024 Q1	$1.99M	Sell	31,892 -344	-1%	-$20.3K	0.02%	175
2023 Q4	$1.87M	Buy	32,236 +1,820	+6%	+$97.2K	0.02%	172
2023 Q3	$1.58M	Hold	30,416	–	–	0.02%	169
2023 Q2	$1.67M	Sell	30,416 -888	-3%	-$46.6K	0.02%	164
2023 Q1	$1.65M	Buy	31,304 +8,120	+35%	+$432K	0.02%	159
2022 Q4	$1.18M	Hold	23,184	–	–	0.01%	181
2022 Q3	$1.09M	Hold	23,184	–	–	0.01%	181
2022 Q2	$1.14M	Hold	23,184	–	–	0.01%	179
2022 Q1	$1.38M	Sell	23,184 -1,240	-5%	-$72.7K	0.02%	174
2021 Q4	$1.56M	Buy	24,424 +1,132	+5%	+$71K	0.02%	168
2021 Q3	$1.38M	Hold	23,292	–	–	0.02%	172
2021 Q2	$1.38M	Buy	23,292 +656	+3%	+$38K	0.02%	179
2021 Q1	$1.25M	Hold	22,636	–	–	0.02%	168
2020 Q4	$1.17M	Sell	22,636 -488	-2%	-$23.6K	0.02%	157
2020 Q3	$1.02M	Buy	23,124 +488	+2%	+$21.3K	0.02%	158
2020 Q2	$928K	Hold	22,636	–	–	0.02%	159
2020 Q1	$745K	Buy	22,636 +2,140	+10%	+$88.6K	0.02%	164
2019 Q4	$913K	Hold	20,496	–	–	0.01%	173
2019 Q3	$859K	Buy	+20,496	New	+$856K	0.02%	173
2014 Q1	–	Sell	-22,752	Closed	-$626K	–	252
2013 Q4	$626K	Buy	+22,752	New	+$606K	0.02%	154
2013 Q3	–	Sell	-17,192	Closed	-$409K	–	242
2013 Q2	$409K	Buy	+17,192	New	+$408K	0.01%	158

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

Haverford Trust Company's VO Position: Q2 2026 in Review

Haverford Trust Company reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 18% in Q2 2026, selling an estimated $543K and leaving 32,156 shares worth $2.59M. The position accounts for 0.02% of the portfolio, ranked #166.

Haverford Trust Company first reported a position in VO in Q2 2013 and has held it in 30 quarters since. The position peaked at $3.02M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Haverford Trust Company held 32,156 shares of Vanguard Morningstar Mid-Cap ETF worth $2.59M as of Q2 2026.
Haverford Trust Company sold 7,008 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $543K.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of Haverford Trust Company's portfolio in Q2 2026, its #166 holding.
Haverford Trust Company first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 30 quarters since.
Haverford Trust Company's Vanguard Morningstar Mid-Cap ETF position peaked at $3.02M in Q4 2025.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Haverford Trust Company's 13F filing for Q2 2026, filed 12 Aug 2026.