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Legacy Advisors’s Vanguard 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
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
Q2 		– Sell
-54,248
Closed -$3.51M – 394
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

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Legacy Advisors's VO Position: Q2 2026 in Review

Legacy Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 3.3% in Q2 2026, selling an estimated $132K and leaving 49,135 shares worth $3.96M. The position accounts for 0.37% of the portfolio, ranked #42.

Legacy Advisors first reported a position in VO in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.99M in Q3 2025. 930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Legacy Advisors held 49,135 shares of Vanguard Mid-Cap ETF worth $3.96M as of Q2 2026.
  • Legacy Advisors sold 1,701 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $132K.
  • Vanguard Mid-Cap ETF made up 0.37% of Legacy Advisors's portfolio in Q2 2026, its #42 holding.
  • Legacy Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Legacy Advisors's Vanguard Mid-Cap ETF position peaked at $3.99M in Q3 2025.
  • 930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.