Radnor Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Radnor Capital Management’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	$447K	Hold	5,552	–	–	0.06%	237
2026 Q1	$399K	Hold	5,552	–	–	0.06%	246
2025 Q4	$403K	Hold	5,552	–	–	0.06%	250
2025 Q3	$408K	Hold	5,552	–	–	0.06%	252
2025 Q2	$388K	Hold	5,552	–	–	0.06%	251
2025 Q1	$359K	Buy	5,552 +2,112	+61%	+$142K	0.06%	262
2024 Q4	$227K	Hold	3,440	–	–	0.04%	294
2024 Q3	$227K	Buy	+3,440	New	+$216K	0.03%	314
2024 Q2	–	Sell	-3,440	Closed	-$215K	–	311
2024 Q1	$215K	Hold	3,440	–	–	0.04%	303
2023 Q4	$200K	Buy	+3,440	New	+$184K	0.04%	311

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Radnor Capital Management's VO Position: Q2 2026 in Review

Radnor Capital Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 5,552 shares worth $447K. The position accounts for 0.06% of the portfolio, ranked #237.

Radnor Capital Management first reported a position in VO in Q4 2023 and has held it in 10 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Radnor Capital Management held 5,552 shares of Vanguard Morningstar Mid-Cap ETF worth $447K as of Q2 2026.
Radnor Capital Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.06% of Radnor Capital Management's portfolio in Q2 2026, its #237 holding.
Radnor Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Radnor Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.