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

Waldron Private 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	$1.25M	Buy	15,481 +1,441	+10%	+$112K	0.04%	126
2026 Q1	$1.01M	Sell	14,040 -348	-2%	-$25.9K	0.04%	143
2025 Q4	$1.04M	Buy	14,388 +256	+2%	+$18.6K	0.04%	139
2025 Q3	$1.04M	Buy	14,132 +5,680	+67%	+$408K	0.04%	142
2025 Q2	$594K	Sell	8,452 -172	-2%	-$11.3K	0.03%	178
2025 Q1	$558K	Sell	8,624 -3,980	-32%	-$267K	0.03%	176
2024 Q4	$832K	Buy	12,604 +708	+6%	+$48.1K	0.03%	190
2024 Q3	$786K	Buy	11,896 +204	+2%	+$12.8K	0.03%	186
2024 Q2	$710K	Sell	11,692 -5,800	-33%	-$352K	0.03%	186
2024 Q1	$1.09M	Buy	17,492 +6,416	+58%	+$379K	0.05%	152
2023 Q4	$644K	Buy	11,076 +660	+6%	+$35.3K	0.03%	202
2023 Q3	$542K	Sell	10,416 -16,968	-62%	-$931K	0.03%	216
2023 Q2	$1.51M	Sell	27,384 -1,920	-7%	-$101K	0.08%	116
2023 Q1	$1.55M	Buy	29,304 +64	+0.2%	+$3.4K	0.08%	126
2022 Q4	$1.37M	Hold	29,240	–	–	0.09%	126
2022 Q3	$1.37M	Buy	29,240 +16	+0.1%	+$836	0.09%	126
2022 Q2	$1.44M	Buy	29,224 +400	+1%	+$21.6K	0.08%	134
2022 Q1	$1.71M	Hold	28,824	–	–	0.09%	127
2021 Q4	$1.83M	Buy	28,824 +1,540	+6%	+$96.5K	0.09%	122
2021 Q3	$1.61M	Buy	27,284 +12,680	+87%	+$766K	0.09%	117
2021 Q2	$866K	Hold	14,604	–	–	0.06%	150
2021 Q1	$808K	Hold	14,604	–	–	0.06%	142
2020 Q4	$754K	Buy	+14,604	New	+$707K	0.06%	146
2018 Q4	–	Sell	-8,380	Closed	-$343K	–	234
2018 Q3	$343K	Hold	8,380	–	–	0.07%	133
2018 Q2	$330K	Hold	8,380	–	–	0.07%	125
2018 Q1	$323K	Hold	8,380	–	–	0.07%	119
2017 Q4	$324K	Buy	+8,380	New	+$316K	0.08%	118

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

Waldron Private Wealth's VO Position: Q2 2026 in Review

Waldron Private Wealth increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 10% in Q2 2026, buying an estimated $112K and bringing the position to 15,481 shares worth $1.25M. The position accounts for 0.04% of the portfolio, ranked #126.

Waldron Private Wealth first reported a position in VO in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.83M in Q4 2021. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Waldron Private Wealth held 15,481 shares of Vanguard Morningstar Mid-Cap ETF worth $1.25M as of Q2 2026.
Waldron Private Wealth bought 1,441 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $112K.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of Waldron Private Wealth's portfolio in Q2 2026, its #126 holding.
Waldron Private Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and has held it in 27 quarters since.
Waldron Private Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $1.83M in Q4 2021.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.