Legacy Bridge’s Vanguard Morningstar 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 Q2	$313K	Hold	3,888	–	–	0.1%	133
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

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

Legacy Bridge's VO Position: Q2 2026 in Review

Legacy Bridge held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 3,888 shares worth $313K. The position accounts for 0.1% of the portfolio, ranked #133.

Legacy Bridge first reported a position in VO in Q4 2018 and has held it in 31 quarters since. 2,483 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Legacy Bridge held 3,888 shares of Vanguard Morningstar Mid-Cap ETF worth $313K as of Q2 2026.
Legacy Bridge left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.1% of Legacy Bridge's portfolio in Q2 2026, its #133 holding.
Legacy Bridge first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
2,483 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.