Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$319K	Hold	3,960	–	–	﹤0.01%	279
2026 Q1	$294K	Hold	3,960	–	–	﹤0.01%	281
2025 Q4	$297K	Hold	3,960	–	–	﹤0.01%	279
2025 Q3	$291K	Hold	3,960	–	–	﹤0.01%	288
2025 Q2	$277K	Hold	3,960	–	–	﹤0.01%	246
2025 Q1	$247K	Hold	3,960	–	–	﹤0.01%	249
2024 Q4	$272K	Hold	3,960	–	–	﹤0.01%	251
2024 Q3	$264K	Hold	3,960	–	–	﹤0.01%	252
2024 Q2	$251K	Sell	3,960 -3,640	-48%	-$221K	﹤0.01%	251
2024 Q1	$450K	Hold	7,600	–	–	﹤0.01%	207
2023 Q4	$435K	Hold	7,600	–	–	﹤0.01%	211
2023 Q3	$387K	Sell	7,600 -3,540	-32%	-$194K	﹤0.01%	220
2023 Q2	$613K	Hold	11,140	–	–	0.01%	187
2023 Q1	$587K	Buy	+11,140	New	+$593K	0.01%	187
2019 Q2	–	Sell	-2,120	Closed	-$85K	–	768
2019 Q1	$85K	Sell	2,120 -1,528	-42%	-$58.8K	﹤0.01%	341
2018 Q4	$126K	Buy	3,648 +1,760	+93%	+$66.1K	﹤0.01%	295
2018 Q3	$77K	Sell	1,888 -800	-30%	-$32.6K	﹤0.01%	378
2018 Q2	$106K	Buy	2,688 +1,488	+124%	+$58.4K	﹤0.01%	349
2018 Q1	$46K	Hold	1,200	–	–	﹤0.01%	454
2017 Q4	$46K	Buy	1,200 +800	+200%	+$30.2K	﹤0.01%	445
2017 Q3	$15K	Hold	400	–	–	﹤0.01%	534
2017 Q2	$15K	Hold	400	–	–	﹤0.01%	521
2017 Q1	$14K	Buy	+400	New	+$13.7K	﹤0.01%	526

Other funds holding VO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's VO Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 3,960 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VO in Q1 2017 and has held it in 23 quarters since. The position peaked at $613K in Q2 2023. 1,776 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 3,960 shares of Vanguard Morningstar Mid-Cap ETF worth $319K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #279 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2017 and has held it in 23 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $613K in Q2 2023.
1,776 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.