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NewEdge Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

NewEdge Wealth’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 		$48.8M Sell
605,468
-4,540
-0.7% -$352K 0.49% 50
2026
Q1 		$43.8M Sell
610,008
-1,420
-0.2% -$106K 0.52% 49
2025
Q4 		$44.4M Sell
611,428
-13,308
-2% -$968K 0.5% 47
2025
Q3 		$45.1M Buy
624,736
+8,440
+1% +$606K 0.65% 36
2025
Q2 		$43.8M Buy
616,296
+40,320
+7% +$2.65M 0.69% 33
2025
Q1 		$37.2M Sell
575,976
-74,424
-11% -$4.99M 0.67% 33
2024
Q4 		$42.9M Sell
650,400
-17,436
-3% -$1.18M 0.74% 29
2024
Q3 		$44M Buy
667,836
+32,748
+5% +$2.06M 0.79% 27
2024
Q2 		$38.4M Sell
635,088
-12,416
-2% -$755K 0.83% 27
2024
Q1 		$38.8M Buy
647,504
+4,032
+0.6% +$238K 0.87% 24
2023
Q4 		$37.4M Buy
643,472
+114,308
+22% +$6.11M 0.96% 21
2023
Q3 		$27.5M Buy
529,164
+3,828
+0.7% +$210K 0.87% 26
2023
Q2 		$28.9M Buy
525,336
+13,800
+3% +$723K 0.97% 16
2023
Q1 		$27M Buy
511,536
+62,780
+14% +$3.34M 1.02% 15
2022
Q4 		$22.9M Sell
448,756
-11,648
-3% -$593K 0.98% 20
2022
Q3 		$21.6M Buy
460,404
+11,340
+3% +$593K 1.02% 20
2022
Q2 		$22.1M Buy
449,064
+175,748
+64% +$9.5M 1% 20
2022
Q1 		$16.3M Buy
273,316
+38,404
+16% +$2.25M 0.72% 29
2021
Q4 		$15M Buy
+234,912
New +$14.7M 0.63% 34

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

NewEdge Wealth's VO Position: Q2 2026 in Review

NewEdge Wealth reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.74% in Q2 2026, selling an estimated $352K and leaving 605,468 shares worth $48.8M. The position accounts for 0.49% of the portfolio, ranked #50.

NewEdge Wealth first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • NewEdge Wealth held 605,468 shares of Vanguard Morningstar Mid-Cap ETF worth $48.8M as of Q2 2026.
  • NewEdge Wealth sold 4,540 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $352K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.49% of NewEdge Wealth's portfolio in Q2 2026, its #50 holding.
  • NewEdge Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.