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	$5.92M	Sell	73,508 -112	-0.2%	-$8.68K	0.54%	39
2026 Q1	$5.29M	Sell	73,620 -188	-0.3%	-$14K	0.56%	37
2025 Q4	$5.36M	Buy	73,808 +52	+0.1%	+$3.78K	0.59%	34
2025 Q3	$5.42M	Buy	73,756 +192	+0.3%	+$13.8K	0.64%	33
2025 Q2	$5.15M	Sell	73,564 -1,564	-2%	-$103K	0.69%	31
2025 Q1	$4.86M	Sell	75,128 -744	-1%	-$49.9K	0.76%	27
2024 Q4	$5.01M	Buy	75,872 +5,424	+8%	+$368K	0.8%	27
2024 Q3	$4.65M	Buy	70,448 +3,012	+4%	+$189K	0.74%	28
2024 Q2	$4.08M	Buy	67,436 +7,712	+13%	+$469K	0.75%	29
2024 Q1	$3.73M	Sell	59,724 -8	-0%	-$473	0.78%	31
2023 Q4	$3.47M	Buy	+59,732	New	+$3.19M	0.8%	32

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 22.9% 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 Edge Advisors's VO Position: Q2 2026 in Review

Legacy Edge Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.15% in Q2 2026, selling an estimated $8.68K and leaving 73,508 shares worth $5.92M. The position accounts for 0.54% of the portfolio, ranked #39.

Legacy Edge Advisors first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Legacy Edge Advisors held 73,508 shares of Vanguard Morningstar Mid-Cap ETF worth $5.92M as of Q2 2026.
Legacy Edge Advisors sold 112 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $8.68K.
Vanguard Morningstar Mid-Cap ETF made up 0.54% of Legacy Edge Advisors's portfolio in Q2 2026, its #39 holding.
Legacy Edge Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,492 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.