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

Legacy Edge 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 		$5.15M Sell
18,391
-55,229
-75% -$4.28M 0.69% 31
2026
Q1 		$5.29M Sell
73,620
-188
-0.3% -$14K 0.56% 37
2025
Q4 		$5.36M Buy
+73,808
New +$5.37M 0.59% 34

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Legacy Edge Advisors's VO Position: Q2 2026 in Review

Legacy Edge Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 75% in Q2 2026, selling an estimated $4.28M and leaving 18,391 shares worth $5.15M. The position accounts for 0.69% of the portfolio, ranked #31.

Legacy Edge Advisors first reported a position in VO in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.36M in Q4 2025. 1,892 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Legacy Edge Advisors held 18,391 shares of Vanguard Morningstar Mid-Cap ETF worth $5.15M as of Q2 2026.
  • Legacy Edge Advisors sold 55,229 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $4.28M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.69% of Legacy Edge Advisors's portfolio in Q2 2026, its #31 holding.
  • Legacy Edge Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $5.36M in Q4 2025.
  • 1,892 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.