Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Vanguard Mid-Cap ETF VO Stock Holding History

Legacy Financial Group (Iowa)’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 		$5.21M Sell
72,524
-84
-0.1% -$6.24K 0.65% 41
2025
Q4 		$5.41M Buy
72,608
+2,560
+4% +$186K 0.67% 37
2025
Q3 		$5.14M Sell
70,048
-1,184
-2% -$85K 0.67% 35
2025
Q2 		$4.98M Buy
71,232
+7,020
+11% +$461K 0.7% 35
2025
Q1 		$4.15M Buy
64,212
+2,620
+4% +$176K 0.64% 32
2024
Q4 		$4.07M Sell
61,592
-4,172
-6% -$283K 0.66% 31
2024
Q3 		$4.34M Buy
65,764
+2,188
+3% +$137K 0.83% 32
2024
Q2 		$3.85M Sell
63,576
-1,120
-2% -$68.1K 0.76% 33
2024
Q1 		$4.04M Buy
64,696
+59,308
+1,101% +$3.5M 0.82% 28
2023
Q4 		$313K Sell
5,388
-67,008
-93% -$3.58M 1.42% 21
2023
Q3 		$3.77M Sell
72,396
-5,916
-8% -$324K 0.89% 25
2023
Q2 		$4.31M Sell
78,312
-64,596
-45% -$3.39M 1.11% 23
2023
Q1 		$7.54M Sell
142,908
-102,596
-42% -$5.46M 2.06% 16
2022
Q4 		$12.5M Sell
245,504
-173,836
-41% -$8.85M 3.75% 9
2022
Q3 		$19.7M Buy
419,340
+20,740
+5% +$1.08M 6.58% 5
2022
Q2 		$19.6M Buy
398,600
+81,416
+26% +$4.4M 6.19% 5
2022
Q1 		$18.9M Buy
317,184
+103,148
+48% +$6.05M 5.53% 5
2021
Q4 		$13.2M Sell
214,036
-57,472
-21% -$3.6M 5.68% 4
2021
Q3 		$16.1M Buy
271,508
+16,464
+6% +$995K 4.81% 7
2021
Q2 		$15.1M Buy
255,044
+46,740
+22% +$2.71M 4.57% 6
2021
Q1 		$11.5M Buy
208,304
+90,436
+77% +$4.91M 4.01% 6
2020
Q4 		$6.09M Buy
+117,868
New +$5.71M 2.34% 14

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Bank of America
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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 $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Legacy Financial Group (Iowa)'s VO Position: Q1 2026 in Review

Legacy Financial Group (Iowa) reduced its Vanguard Mid-Cap ETF (VO) stake by 0.12% in Q1 2026, selling an estimated $6.24K and leaving 72,524 shares worth $5.21M. The position accounts for 0.65% of the portfolio, ranked #41.

Legacy Financial Group (Iowa) first reported a position in VO in Q4 2020 and has held it in 22 quarters since. The position peaked at $19.7M in Q3 2022. 2,387 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Legacy Financial Group (Iowa) held 72,524 shares of Vanguard Mid-Cap ETF worth $5.21M as of Q1 2026.
  • Legacy Financial Group (Iowa) sold 84 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $6.24K.
  • Vanguard Mid-Cap ETF made up 0.65% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #41 holding.
  • Legacy Financial Group (Iowa) first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Legacy Financial Group (Iowa)'s Vanguard Mid-Cap ETF position peaked at $19.7M in Q3 2022.
  • 2,387 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.