Logan Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Logan Capital Management’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	$322	Buy	+4	New	+$310	﹤0.01%	430
2025 Q4	–	Sell	-4	Closed	-$294	–	468
2025 Q3	$294	Hold	4	–	–	﹤0.01%	477
2025 Q2	$280	Sell	4 -6,568	-100%	-$431K	﹤0.01%	475
2025 Q1	$425K	Hold	6,572	–	–	0.02%	251
2024 Q4	$434K	Buy	6,572 +4	+0.1%	+$272	0.02%	252
2024 Q3	$433K	Hold	6,568	–	–	0.02%	254
2024 Q2	$398K	Hold	6,568	–	–	0.02%	255
2024 Q1	$410K	Hold	6,568	–	–	0.02%	255
2023 Q4	$382K	Sell	6,568 -356	-5%	-$19K	0.02%	259
2023 Q3	$360K	Sell	6,924 -72	-1%	-$3.95K	0.02%	255
2023 Q2	$385K	Hold	6,996	–	–	0.02%	255
2023 Q1	$369K	Sell	6,996 -32	-0.5%	-$1.7K	0.02%	264
2022 Q4	$358K	Sell	7,028 -236	-3%	-$12K	0.02%	261
2022 Q3	$341K	Hold	7,264	–	–	0.02%	256
2022 Q2	$358K	Buy	7,264 +116	+2%	+$6.27K	0.02%	258
2022 Q1	$426K	Hold	7,148	–	–	0.02%	256
2021 Q4	$455K	Hold	7,148	–	–	0.02%	259
2021 Q3	$423K	Buy	7,148 +52	+0.7%	+$3.14K	0.02%	260
2021 Q2	$421K	Hold	7,096	–	–	0.02%	257
2021 Q1	$393K	Buy	+7,096	New	+$385K	0.02%	255

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

Logan Capital Management's VO Position: Q2 2026 in Review

Logan Capital Management opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 4 shares worth $322. The stake represents ﹤0.01% of the portfolio and ranks #430 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in VO as recently as Q3 2025.

Logan Capital Management first reported a position in VO in Q1 2021 and has held it in 20 quarters since. The position peaked at $455K in Q4 2021. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Logan Capital Management held 4 shares of Vanguard Morningstar Mid-Cap ETF worth $322 as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new Logan Capital Management position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Logan Capital Management's portfolio in Q2 2026, its #430 holding.
Logan Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2021 and has held it in 20 quarters since.
Logan Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $455K in Q4 2021.
2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.