NewEdge Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $90.6M | Buy |
1,262,040
+2,488
| +0.2% | +$185K | 0.33% | 54 |
|
|
2025
Q4 | $91.4M | Buy |
1,259,552
+127,548
| +11% | +$9.28M | 0.33% | 60 |
|
|
2025
Q3 | $83.1M | Sell |
1,132,004
-31,672
| -3% | -$2.27M | 0.38% | 53 |
|
|
2025
Q2 | $81.4M | Buy |
1,163,676
+60,708
| +6% | +$3.98M | 0.42% | 41 |
|
|
2025
Q1 | $71.3M | Buy |
1,102,968
+41,108
| +4% | +$2.76M | 0.42% | 43 |
|
|
2024
Q4 | $70.1M | Buy |
1,061,860
+140,452
| +15% | +$9.54M | 0.42% | 40 |
|
|
2024
Q3 | $60.8M | Buy |
921,408
+23,828
| +3% | +$1.5M | 0.39% | 47 |
|
|
2024
Q2 | $54.3M | Buy |
897,580
+88,136
| +11% | +$5.36M | 0.4% | 46 |
|
|
2024
Q1 | $50.6M | Sell |
809,444
-133,740
| -14% | -$7.9M | 0.44% | 41 |
|
|
2023
Q4 | $54.5M | Buy |
943,184
+37,020
| +4% | +$1.98M | 0.52% | 31 |
|
|
2023
Q3 | $47.2M | Buy |
906,164
+94,488
| +12% | +$5.18M | 0.52% | 36 |
|
|
2023
Q2 | $44.7M | Sell |
811,676
-4,504
| -0.6% | -$236K | 0.5% | 37 |
|
|
2023
Q1 | $42.9M | Sell |
816,180
-40,736
| -5% | -$2.17M | 0.54% | 37 |
|
|
2022
Q4 | $30.3M | Buy |
856,916
+196,968
| +30% | +$10M | 0.82% | 17 |
|
|
2022
Q3 | $31M | Buy |
659,948
+192,964
| +41% | +$10.1M | 0.51% | 43 |
|
|
2022
Q2 | $23M | Buy |
466,984
+64,936
| +16% | +$3.51M | 0.38% | 63 |
|
|
2022
Q1 | $23.9M | Buy |
402,048
+688
| +0.2% | +$40.4K | 0.38% | 61 |
|
|
2021
Q4 | $25.6M | Buy |
401,360
+152,408
| +61% | +$9.55M | 0.39% | 57 |
|
|
2021
Q3 | $14.7M | Buy |
248,952
+50,872
| +26% | +$3.07M | 0.36% | 66 |
|
|
2021
Q2 | $11.8M | Buy |
198,080
+25,548
| +15% | +$1.48M | 0.31% | 77 |
|
|
2021
Q1 | $9.55M | Buy |
172,532
+1,060
| +0.6% | +$57.5K | 0.28% | 84 |
|
|
2020
Q4 | $8.86M | Buy |
171,472
+836
| +0.5% | +$40.5K | 0.29% | 83 |
|
|
2020
Q3 | $7.52M | Buy |
170,636
+29,220
| +21% | +$1.27M | 0.26% | 95 |
|
|
2020
Q2 | $5.79M | Buy |
141,416
+10,464
| +8% | +$401K | 0.23% | 101 |
|
|
2020
Q1 | $4.31M | Buy |
130,952
+18,324
| +16% | +$759K | 0.21% | 113 |
|
|
2019
Q4 | $5.02M | Buy |
112,628
+2,288
| +2% | +$98.2K | 0.2% | 117 |
|
|
2019
Q3 | $4.62M | Buy |
110,340
+7,820
| +8% | +$327K | 0.21% | 113 |
|
|
2019
Q2 | $4.28M | Buy |
102,520
+9,944
| +11% | +$407K | 0.26% | 97 |
|
|
2019
Q1 | $3.72M | Buy |
92,576
+4,120
| +5% | +$158K | 0.24% | 103 |
|
|
2018
Q4 | $3.06K | Buy |
88,456
+42,616
| +93% | +$1.6M | 0.2% | 110 |
|
|
2018
Q3 | $1.88M | Buy |
45,840
+3,668
| +9% | +$150K | 0.14% | 148 |
|
|
2018
Q2 | $1.66K | Buy |
42,172
+4,884
| +13% | +$192K | 0.15% | 143 |
|
|
2018
Q1 | $1.41M | Buy |
37,288
+16,716
| +81% | +$658K | 0.16% | 146 |
|
|
2017
Q4 | $816K | Buy |
+20,572
| New | +$777K | 0.11% | 186 |
|
|
2017
Q3 | – | Sell |
-1,780
| Closed | -$63.5K | – | 1101 |
|
|
2017
Q2 | $63.5K | Buy |
+1,780
| New | +$62.9K | 0.01% | 493 |
|
Other funds holding VO
NewEdge Advisors's VO Position: Q1 2026 in Review
NewEdge Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.2% in Q1 2026, buying an estimated $185K and bringing the position to 1,262,040 shares worth $90.6M. The position accounts for 0.33% of the portfolio, ranked #54.
NewEdge Advisors first reported a position in VO in Q2 2017 and has held it in 35 quarters since. The position peaked at $91.4M in Q4 2025. 2,393 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- NewEdge Advisors held 1,262,040 shares of Vanguard Morningstar Mid-Cap ETF worth $90.6M as of Q1 2026.
- NewEdge Advisors bought 2,488 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $185K.
- Vanguard Morningstar Mid-Cap ETF made up 0.33% of NewEdge Advisors's portfolio in Q1 2026, its #54 holding.
- NewEdge Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2017 and has held it in 35 quarters since.
- NewEdge Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $91.4M in Q4 2025.
- 2,393 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.
Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.