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

Legacy Financial 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
Q1 		$336K Sell
4,676
-84
-2% -$6.24K 0.05% 300
2025
Q4 		$345K Buy
4,760
+580
+14% +$42.2K 0.05% 293
2025
Q3 		$307K Buy
4,180
+708
+20% +$50.8K 0.04% 314
2025
Q2 		$243K Sell
3,472
-16
-0.5% -$1.05K 0.04% 308
2025
Q1 		$225K Buy
+3,488
New +$234K 0.04% 327
2024
Q4 		– Sell
-5,000
Closed -$330K – 372
2024
Q3 		$330K Hold
5,000
– – 0.06% 259
2024
Q2 		$303K Sell
5,000
-780
-13% -$47.4K 0.05% 250
2024
Q1 		$361K Sell
5,780
-1,496
-21% -$88.4K 0.06% 214
2023
Q4 		$423K Buy
7,276
+3,400
+88% +$182K 0.08% 182
2023
Q3 		$202K Sell
3,876
-16
-0.4% -$877 0.04% 249
2023
Q2 		$214K Buy
3,892
+4
+0.1% +$210 0.04% 238
2023
Q1 		$205K Buy
+3,888
New +$207K 0.04% 236
2022
Q4 		– Sell
-4,588
Closed -$216K – 256
2022
Q3 		$216K Buy
+4,588
New +$240K 0.05% 203
2022
Q1 		– Sell
-3,964
Closed -$252K – 252
2021
Q4 		$252K Buy
+3,964
New +$248K 0.06% 168
2019
Q2 		– Sell
-1,084
Closed -$44K – 881
2019
Q1 		$44K Hold
1,084
– – 0.01% 299
2018
Q4 		$37K Hold
1,084
– – 0.01% 294
2018
Q3 		$44K Hold
1,084
– – 0.02% 270
2018
Q2 		$44K Hold
1,084
– – 0.02% 265
2018
Q1 		$41K Hold
1,084
– – 0.02% 267
2017
Q4 		$41K Buy
+1,084
New +$40.9K 0.02% 275

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 $424B AUM 22.94% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Legacy Financial Advisors's VO Position: Q1 2026 in Review

Legacy Financial Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.8% in Q1 2026, selling an estimated $6.24K and leaving 4,676 shares worth $336K. The position accounts for 0.05% of the portfolio, ranked #300.

Legacy Financial Advisors first reported a position in VO in Q4 2017 and has held it in 20 quarters since. The position peaked at $423K in Q4 2023. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Legacy Financial Advisors held 4,676 shares of Vanguard Morningstar Mid-Cap ETF worth $336K as of Q1 2026.
  • Legacy Financial Advisors sold 84 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $6.24K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.05% of Legacy Financial Advisors's portfolio in Q1 2026, its #300 holding.
  • Legacy Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and has held it in 20 quarters since.
  • Legacy Financial Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $423K in Q4 2023.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.