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Legacy Capital Wealth Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Legacy Capital Wealth Partners’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 		$275K Sell
9,036
-17,100
-65% -$1.33M 0.05% 308
2026
Q1 		$248K Sell
26,136
-2,004
-7% -$149K 0.05% 329
2025
Q4 		$385K Sell
28,140
-108
-0.4% -$7.86K 0.08% 249
2025
Q3 		$389K Buy
28,248
+2,384
+9% +$171K 0.08% 255
2025
Q2 		$319K Sell
25,864
-1,704
-6% -$112K 0.07% 292
2025
Q1 		$405K Buy
27,568
+964
+4% +$64.7K 0.1% 228
2024
Q4 		$350K Buy
26,604
+3,628
+16% +$246K 0.09% 241
2024
Q3 		$271K Sell
22,976
-110,992
-83% -$6.97M 0.05% 288
2024
Q2 		$8.11M Buy
+133,968
New +$8.14M 2.07% 8
2024
Q1 		– Sell
-157,020
Closed -$9.13M – 340
2023
Q4 		$9.13M Sell
157,020
-10,712
-6% -$572K 2.59% 7
2023
Q3 		$8.73M Buy
167,732
+48,504
+41% +$2.66M 2.4% 9
2023
Q2 		$6.56M Sell
119,228
-60,704
-34% -$3.18M 5.45% 7
2023
Q1 		$9.49M Sell
179,932
-10,124
-5% -$539K 2.59% 10
2022
Q4 		$9.68M Buy
190,056
+3,840
+2% +$196K 4.63% 8
2022
Q3 		$8.75M Buy
186,216
+1,324
+0.7% +$69.2K 4.64% 8
2022
Q2 		$9.11M Buy
184,892
+3,628
+2% +$196K 4.58% 8
2022
Q1 		$10.8M Sell
181,264
-85,112
-32% -$4.99M 4.63% 8
2021
Q4 		$16.8M Sell
266,376
-1,356
-0.5% -$85K 6.92% 4
2021
Q3 		$15.8M Buy
267,732
+37,904
+16% +$2.29M 6.2% 4
2021
Q2 		$13.6M Sell
229,828
-217,528
-49% -$12.6M 7.35% 5
2021
Q1 		$24.8M Sell
447,356
-1,368
-0.3% -$74.2K 10.23% 1
2020
Q4 		$23.2M Buy
+448,724
New +$21.7M 9.94% 1

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Legacy Capital Wealth Partners's VO Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 65% in Q2 2026, selling an estimated $1.33M and leaving 9,036 shares worth $275K. The position accounts for 0.05% of the portfolio, ranked #308.

Legacy Capital Wealth Partners first reported a position in VO in Q4 2020 and has held it in 22 quarters since. The position peaked at $24.8M in Q1 2021. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Legacy Capital Wealth Partners held 9,036 shares of Vanguard Morningstar Mid-Cap ETF worth $275K as of Q2 2026.
  • Legacy Capital Wealth Partners sold 17,100 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.33M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.05% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #308 holding.
  • Legacy Capital Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Legacy Capital Wealth Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $24.8M in Q1 2021.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.