Piedmont Capital Management (North Carolina)’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
$76.1K Hold
1,060
0.05% 110
2025
Q4
$76.9K Buy
+1,060
New +$77.1K 0.05% 109

Other funds holding VO

Piedmont Capital Management (North Carolina)'s VO Position: Q1 2026 in Review

Piedmont Capital Management (North Carolina) held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q1 2026 at 1,060 shares worth $76.1K. The position accounts for 0.05% of the portfolio, ranked #110.

Piedmont Capital Management (North Carolina) first reported a position in VO in Q4 2025 and has held it in 2 quarters since. The position peaked at $76.9K in Q4 2025. 2,392 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Piedmont Capital Management (North Carolina) held 1,060 shares of Vanguard Morningstar Mid-Cap ETF worth $76.1K as of Q1 2026.
  • Piedmont Capital Management (North Carolina) left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.05% of Piedmont Capital Management (North Carolina)'s portfolio in Q1 2026, its #110 holding.
  • Piedmont Capital Management (North Carolina) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • Piedmont Capital Management (North Carolina)'s Vanguard Morningstar Mid-Cap ETF position peaked at $76.9K in Q4 2025.
  • 2,392 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Piedmont Capital Management (North Carolina)'s 13F filing for Q1 2026, filed 21 Apr 2026.