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Legacy Investment Solutions’s Vanguard Mid-Cap ETF VO Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$10.9K Buy
+156
New +$10.2K 0.01% 302
2024
Q4 		$1.38K Hold
20
– – ﹤0.01% 554
2024
Q3 		$1.38K Buy
+20
New +$1.26K ﹤0.01% 516

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legacy Investment Solutions's VO Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Vanguard Mid-Cap ETF (VO) in Q2 2025: 156 shares worth $10.9K. The stake represents 0.01% of the portfolio and ranks #302 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in VO as recently as Q4 2024.

Legacy Investment Solutions first reported a position in VO in Q3 2024 and has held it in 3 quarters since. 2,168 funds tracked by Wall St. Rank hold VO as of Q2 2025.

  • Legacy Investment Solutions held 156 shares of Vanguard Mid-Cap ETF worth $10.9K as of Q2 2025.
  • Vanguard Mid-Cap ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Vanguard Mid-Cap ETF made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #302 holding.
  • Legacy Investment Solutions first reported a position in Vanguard Mid-Cap ETF in Q3 2024 and has held it in 3 quarters since.
  • 2,168 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.