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Haverford Trust Company’s Vanguard 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
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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Haverford Trust Company's VO Position: Q1 2026 in Review

Haverford Trust Company reduced its Vanguard Mid-Cap ETF (VO) stake by 6% in Q1 2026, selling an estimated $186K and leaving 39,164 shares worth $2.81M. The position accounts for 0.03% of the portfolio, ranked #158.

Haverford Trust Company first reported a position in VO in Q2 2013 and has held it in 29 quarters since. The position peaked at $3.02M in Q4 2025. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Haverford Trust Company held 39,164 shares of Vanguard Mid-Cap ETF worth $2.81M as of Q1 2026.
  • Haverford Trust Company sold 2,504 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $186K.
  • Vanguard Mid-Cap ETF made up 0.03% of Haverford Trust Company's portfolio in Q1 2026, its #158 holding.
  • Haverford Trust Company first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 29 quarters since.
  • Haverford Trust Company's Vanguard Mid-Cap ETF position peaked at $3.02M in Q4 2025.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Haverford Trust Company's 13F filing for Q1 2026, filed 11 May 2026.