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 Q3	$1.57M	Hold	19,224	–	–	0.26%	72
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Legacy Trust's VO Position: Q3 2026 in Review

Legacy Trust held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 19,224 shares worth $1.57M. The position accounts for 0.26% of the portfolio, ranked #72.

Legacy Trust first reported a position in VO in Q1 2024 and has held it in 11 quarters since. 1,745 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Legacy Trust held 19,224 shares of Vanguard Morningstar Mid-Cap ETF worth $1.57M as of Q3 2026.
Legacy Trust left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.26% of Legacy Trust's portfolio in Q3 2026, its #72 holding.
Legacy Trust first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 11 quarters since.
1,745 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.