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

Legacy 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
Q3 		$3.83M Sell
48,828
-307
-0.6% -$25K 0.36% 39
2026
Q2 		$3.96M Sell
49,135
-1,701
-3% -$132K 0.37% 42
2026
Q1 		$3.65M Sell
50,836
-2,264
-4% -$168K 0.43% 40
2025
Q4 		$3.85M Sell
53,100
-996
-2% -$72.5K 0.41% 39
2025
Q3 		$3.99M Buy
+54,096
New +$3.88M 0.49% 36
2025
Q1 		$3.51M Sell
54,248
-1,932
-3% -$130K 0.36% 57
2024
Q4 		$3.71M Sell
56,180
-676
-1% -$45.9K 0.36% 49
2024
Q3 		$3.75M Buy
56,856
+1,616
+3% +$101K 0.41% 46
2024
Q2 		$3.36M Buy
55,240
+12
+0% +$729 0.41% 43
2024
Q1 		$3.45M Buy
55,228
+4
+0% +$236 0.44% 44
2023
Q4 		$3.21M Buy
55,224
+35,480
+180% +$1.9M 0.41% 44
2023
Q3 		$1.03M Buy
19,744
+6,596
+50% +$362K 0.17% 122
2023
Q2 		$724K Sell
13,148
-892
-6% -$46.8K 0.11% 144
2023
Q1 		$740K Buy
14,040
+216
+2% +$11.5K 0.14% 118
2022
Q4 		$704K Hold
13,824
– – 0.13% 114
2022
Q3 		$650K Buy
13,824
+5,324
+63% +$278K 0.14% 98
2022
Q2 		$419K Sell
8,500
-7,748
-48% -$419K 0.09% 135
2022
Q1 		$966K Buy
16,248
+8,072
+99% +$474K 0.19% 79
2021
Q4 		$521K Sell
8,176
-10,992
-57% -$689K 0.19% 71
2021
Q3 		$1.14M Buy
19,168
+2,080
+12% +$126K 0.45% 37
2021
Q2 		$1.01M Buy
17,088
+512
+3% +$29.7K 0.41% 40
2021
Q1 		$917K Buy
16,576
+532
+3% +$28.9K 0.41% 43
2020
Q4 		$829K Buy
+16,044
New +$777K 0.47% 40

Other funds holding VO

Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Legacy Advisors's VO Position: Q3 2026 in Review

Legacy Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.62% in Q3 2026, selling an estimated $25K and leaving 48,828 shares worth $3.83M. The position accounts for 0.36% of the portfolio, ranked #39.

Legacy Advisors first reported a position in VO in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.99M in Q3 2025. 1,247 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Legacy Advisors held 48,828 shares of Vanguard Morningstar Mid-Cap ETF worth $3.83M as of Q3 2026.
  • Legacy Advisors sold 307 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $25K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.36% of Legacy Advisors's portfolio in Q3 2026, its #39 holding.
  • Legacy Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Legacy Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $3.99M in Q3 2025.
  • 1,247 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.