Philadelphia Trust Company’s Vanguard Mid-Cap ETF VO Stock Holding History

Philadelphia Trust Company’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 Q1	$3.26M	Hold	45,420	–	–	0.23%	68
2025 Q4	$3.29M	Sell	45,420 -20,000	-31%	-$1.45M	0.23%	67
2025 Q3	$4.8M	Hold	65,420	–	–	0.34%	56
2025 Q2	$4.58M	Hold	65,420	–	–	0.35%	53
2025 Q1	$4.23M	Hold	65,420	–	–	0.36%	58
2024 Q4	$4.32M	Hold	65,420	–	–	0.32%	62
2024 Q3	$4.32M	Hold	65,420	–	–	0.31%	64
2024 Q2	$3.96M	Sell	65,420 -1,620	-2%	-$98.4K	0.31%	61
2024 Q1	$4.19M	Hold	67,040	–	–	0.34%	64
2023 Q4	$3.9M	Hold	67,040	–	–	0.37%	64
2023 Q3	$3.49M	Hold	67,040	–	–	0.36%	65
2023 Q2	$3.69M	Hold	67,040	–	–	0.35%	67
2023 Q1	$3.54M	Hold	67,040	–	–	0.36%	71
2022 Q4	$3.42M	Hold	67,040	–	–	0.37%	71
2022 Q3	$3.15M	Hold	67,040	–	–	0.36%	66
2022 Q2	$3.3M	Buy	+67,040	New	+$3.62M	0.34%	67
2022 Q1	–	Sell	-6,640	Closed	-$423K	–	259
2021 Q4	$423K	Buy	+6,640	New	+$416K	0.03%	181

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Philadelphia Trust Company's VO Position: Q1 2026 in Review

Philadelphia Trust Company held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 45,420 shares worth $3.26M. The position accounts for 0.23% of the portfolio, ranked #68.

Philadelphia Trust Company first reported a position in VO in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.8M in Q3 2025. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Philadelphia Trust Company held 45,420 shares of Vanguard Mid-Cap ETF worth $3.26M as of Q1 2026.
Philadelphia Trust Company left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap ETF made up 0.23% of Philadelphia Trust Company's portfolio in Q1 2026, its #68 holding.
Philadelphia Trust Company first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 17 quarters since.
Philadelphia Trust Company's Vanguard Mid-Cap ETF position peaked at $4.8M in Q3 2025.
2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Philadelphia Trust Company's 13F filing for Q1 2026, filed 13 May 2026.