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

Legacy Bridge’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 		$279K Hold
3,888
– – 0.11% 134
2025
Q4 		$282K Hold
3,888
– – 0.11% 129
2025
Q3 		$286K Hold
3,888
– – 0.12% 127
2025
Q2 		$272K Hold
3,888
– – 0.13% 126
2025
Q1 		$251K Buy
3,888
+1,940
+100% +$130K 0.14% 128
2024
Q4 		$129K Hold
1,948
– – 0.07% 155
2024
Q3 		$128K Hold
1,948
– – 0.07% 155
2024
Q2 		$118K Hold
1,948
– – 0.07% 154
2024
Q1 		$122K Sell
1,948
-188
-9% -$11.1K 0.07% 164
2023
Q4 		$124K Hold
2,136
– – 0.08% 154
2023
Q3 		$111K Hold
2,136
– – 0.08% 161
2023
Q2 		$118K Hold
2,136
– – 0.08% 161
2023
Q1 		$113K Hold
2,136
– – 0.08% 163
2022
Q4 		$109K Hold
2,136
– – 0.08% 163
2022
Q3 		$100K Hold
2,136
– – 0.08% 160
2022
Q2 		$105K Hold
2,136
– – 0.08% 164
2022
Q1 		$127K Hold
2,136
– – 0.07% 165
2021
Q4 		$136K Hold
2,136
– – 0.07% 163
2021
Q3 		$126K Buy
2,136
+1,948
+1,036% +$118K 0.07% 165
2021
Q2 		$11K Hold
188
– – 0.01% 261
2021
Q1 		$10K Hold
188
– – 0.01% 264
2020
Q4 		$10K Hold
188
– – 0.01% 259
2020
Q3 		$8K Hold
188
– – 0.01% 260
2020
Q2 		$8K Hold
188
– – 0.01% 257
2020
Q1 		$6K Hold
188
– – 0.01% 258
2019
Q4 		$8K Hold
188
– – 0.01% 264
2019
Q3 		$8K Hold
188
– – 0.01% 259
2019
Q2 		$8K Hold
188
– – 0.01% 280
2019
Q1 		$8K Hold
188
– – 0.01% 282
2018
Q4 		$6K Buy
+188
New +$7.06K 0.01% 213

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

Legacy Bridge's VO Position: Q1 2026 in Review

Legacy Bridge held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 3,888 shares worth $279K. The position accounts for 0.11% of the portfolio, ranked #134.

Legacy Bridge first reported a position in VO in Q4 2018 and has held it in 30 quarters since. The position peaked at $286K in Q3 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Legacy Bridge held 3,888 shares of Vanguard Mid-Cap ETF worth $279K as of Q1 2026.
  • Legacy Bridge left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Mid-Cap ETF made up 0.11% of Legacy Bridge's portfolio in Q1 2026, its #134 holding.
  • Legacy Bridge first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Legacy Bridge's Vanguard Mid-Cap ETF position peaked at $286K in Q3 2025.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.