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Legend Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Legend Financial Advisors’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 		$11.9M Buy
147,466
+6,050
+4% +$469K 6.75% 4
2026
Q1 		$10.2M Buy
141,416
+23,280
+20% +$1.73M 6.55% 6
2025
Q4 		$8.57M Buy
118,136
+576
+0.5% +$41.9K 5.19% 9
2025
Q3 		$8.63M Buy
117,560
+432
+0.4% +$31K 5.29% 9
2025
Q2 		$8.19M Sell
117,128
-14,448
-11% -$948K 5.44% 9
2025
Q1 		$8.51M Sell
131,576
-74,764
-36% -$5.02M 6.25% 5
2024
Q4 		$13.6M Sell
206,340
-2,004
-1% -$136K 9.61% 1
2024
Q3 		$13.7M Buy
208,344
+3,376
+2% +$212K 9.49% 2
2024
Q2 		$12.4M Buy
204,968
+2,992
+1% +$182K 8.8% 3
2024
Q1 		$12.6M Buy
201,976
+7,084
+4% +$419K 9.14% 1
2023
Q4 		$11.3M Buy
194,892
+3,372
+2% +$180K 9.11% 1
2023
Q3 		$9.97M Buy
191,520
+2,052
+1% +$113K 8.51% 3
2023
Q2 		$10.4M Buy
189,468
+13,220
+8% +$693K 8.7% 2
2023
Q1 		$9.29M Buy
176,248
+7,776
+5% +$414K 7.81% 4
2022
Q4 		$8.58M Buy
168,472
+167,360
+15,050% +$8.52M 7.5% 2
2022
Q3 		$52.3K Buy
+1,112
New +$58.1K 0.05% 59

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Legend Financial Advisors's VO Position: Q2 2026 in Review

Legend Financial Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 4.3% in Q2 2026, buying an estimated $469K and bringing the position to 147,466 shares worth $11.9M. The position accounts for 6.75% of the portfolio, ranked #4.

Legend Financial Advisors first reported a position in VO in Q3 2022 and has held it in 16 quarters since. The position peaked at $13.7M in Q3 2024. 930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Legend Financial Advisors held 147,466 shares of Vanguard Mid-Cap ETF worth $11.9M as of Q2 2026.
  • Legend Financial Advisors bought 6,050 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $469K.
  • Vanguard Mid-Cap ETF made up 6.75% of Legend Financial Advisors's portfolio in Q2 2026, its #4 holding.
  • Legend Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • Legend Financial Advisors's Vanguard Mid-Cap ETF position peaked at $13.7M in Q3 2024.
  • 930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Legend Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.