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

Legacy Trust’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	$1.55M	Sell	19,224 -8	-0%	-$620	0.27%	70
2026 Q1	$1.38M	Sell	19,232 -60	-0.3%	-$4.46K	0.26%	73
2025 Q4	$1.4M	Hold	19,292	–	–	0.26%	70
2025 Q3	$1.42M	Buy	19,292 +11,804	+158%	+$848K	0.28%	67
2025 Q2	$524K	Hold	7,488	–	–	0.13%	100
2025 Q1	$484K	Buy	7,488 +3,280	+78%	+$220K	0.12%	108
2024 Q4	$278K	Hold	4,208	–	–	0.06%	136
2024 Q3	$278K	Hold	4,208	–	–	0.06%	140
2024 Q2	$255K	Hold	4,208	–	–	0.06%	134
2024 Q1	$263K	Buy	+4,208	New	+$249K	0.07%	136

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 22.96% 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 Trust's VO Position: Q2 2026 in Review

Legacy Trust reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.04% in Q2 2026, selling an estimated $620 and leaving 19,224 shares worth $1.55M. The position accounts for 0.27% of the portfolio, ranked #70.

Legacy Trust first reported a position in VO in Q1 2024 and has held it in 10 quarters since. 2,491 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Legacy Trust held 19,224 shares of Vanguard Morningstar Mid-Cap ETF worth $1.55M as of Q2 2026.
Legacy Trust sold 8 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $620.
Vanguard Morningstar Mid-Cap ETF made up 0.27% of Legacy Trust's portfolio in Q2 2026, its #70 holding.
Legacy Trust first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
2,491 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.