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Legacy Trust’s Vanguard 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
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

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

Legacy Trust's VO Position: Q1 2026 in Review

Legacy Trust reduced its Vanguard Mid-Cap ETF (VO) stake by 0.31% in Q1 2026, selling an estimated $4.46K and leaving 19,232 shares worth $1.38M. The position accounts for 0.26% of the portfolio, ranked #73.

Legacy Trust first reported a position in VO in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.42M in Q3 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Legacy Trust held 19,232 shares of Vanguard Mid-Cap ETF worth $1.38M as of Q1 2026.
  • Legacy Trust sold 60 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $4.46K.
  • Vanguard Mid-Cap ETF made up 0.26% of Legacy Trust's portfolio in Q1 2026, its #73 holding.
  • Legacy Trust first reported a position in Vanguard Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • Legacy Trust's Vanguard Mid-Cap ETF position peaked at $1.42M in Q3 2025.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.