Welch & Forbes’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Welch & Forbes’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	$3.34M	Sell	41,496 -488	-1%	-$37.8K	0.04%	151
2026 Q1	$3.01M	Buy	41,984 +88	+0.2%	+$6.54K	0.04%	158
2025 Q4	$3.04M	Buy	41,896 +2,612	+7%	+$190K	0.04%	160
2025 Q3	$2.88M	Buy	39,284 +940	+2%	+$67.5K	0.03%	162
2025 Q2	$2.68M	Buy	38,344 +184	+0.5%	+$12.1K	0.03%	163
2025 Q1	$2.47M	Sell	38,160 -244	-0.6%	-$16.4K	0.03%	169
2024 Q4	$2.54M	Sell	38,404 -844	-2%	-$57.3K	0.03%	170
2024 Q3	$2.59M	Sell	39,248 -296	-0.7%	-$18.6K	0.03%	169
2024 Q2	$2.39M	Buy	39,544 +176	+0.4%	+$10.7K	0.03%	170
2024 Q1	$2.46M	Sell	39,368 -284	-0.7%	-$16.8K	0.03%	174
2023 Q4	$2.31M	Sell	39,652 -1,200	-3%	-$64.1K	0.03%	176
2023 Q3	$2.13M	Sell	40,852 -1,392	-3%	-$76.3K	0.04%	175
2023 Q2	$2.33M	Sell	42,244 -936	-2%	-$49.1K	0.04%	172
2023 Q1	$2.28M	Sell	43,180 -72	-0.2%	-$3.83K	0.04%	169
2022 Q4	$2.2M	Sell	43,252 -1,576	-4%	-$80.3K	0.04%	170
2022 Q3	$2.11M	Sell	44,828 -1,132	-2%	-$59.2K	0.04%	173
2022 Q2	$2.26M	Hold	45,960	–	–	0.04%	168
2022 Q1	$2.73M	Buy	45,960 +564	+1%	+$33.1K	0.04%	159
2021 Q4	$2.89M	Sell	45,396 -2,000	-4%	-$125K	0.04%	162
2021 Q3	$2.81M	Buy	47,396 +32,752	+224%	+$1.98M	0.05%	162
2021 Q2	$869K	Hold	14,644	–	–	0.01%	237
2021 Q1	$810K	Buy	14,644 +1,244	+9%	+$67.5K	0.02%	233
2020 Q4	$692K	Buy	13,400 +324	+2%	+$15.7K	0.01%	243
2020 Q3	$577K	Sell	13,076 -1,020	-7%	-$44.4K	0.01%	239
2020 Q2	$578K	Sell	14,096 -24	-0.2%	-$919	0.01%	231
2020 Q1	$465K	Hold	14,120	–	–	0.01%	238
2019 Q4	$629K	Buy	14,120 +580	+4%	+$24.9K	0.01%	240
2019 Q3	$567K	Buy	13,540 +5,968	+79%	+$249K	0.01%	248
2019 Q2	$317K	Hold	7,572	–	–	0.01%	299
2019 Q1	$304K	Sell	7,572 -640	-8%	-$24.6K	0.01%	302
2018 Q4	$283K	Hold	8,212	–	–	0.01%	296
2018 Q3	$337K	Sell	8,212 -1,400	-15%	-$57.1K	0.01%	292
2018 Q2	$379K	Hold	9,612	–	–	0.01%	278
2018 Q1	$371K	Sell	9,612 -4,280	-31%	-$169K	0.01%	279
2017 Q4	$538K	Buy	+13,892	New	+$524K	0.01%	231
2017 Q3	–	Sell	-6,972	Closed	-$248K	–	345
2017 Q2	$248K	Buy	6,972 +148	+2%	+$5.23K	0.01%	314
2017 Q1	$238K	Buy	+6,824	New	+$234K	0.01%	311
2016 Q1	–	Sell	-15,448	Closed	-$464K	–	357
2015 Q4	$464K	Buy	15,448 +1,348	+10%	+$41.1K	0.01%	244
2015 Q3	$411K	Hold	14,100	–	–	0.01%	262
2015 Q2	$449K	Buy	+14,100	New	+$458K	0.01%	260

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

Welch & Forbes's VO Position: Q2 2026 in Review

Welch & Forbes reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.2% in Q2 2026, selling an estimated $37.8K and leaving 41,496 shares worth $3.34M. The position accounts for 0.04% of the portfolio, ranked #151.

Welch & Forbes first reported a position in VO in Q2 2015 and has held it in 40 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Welch & Forbes held 41,496 shares of Vanguard Morningstar Mid-Cap ETF worth $3.34M as of Q2 2026.
Welch & Forbes sold 488 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $37.8K.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of Welch & Forbes's portfolio in Q2 2026, its #151 holding.
Welch & Forbes first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2015 and has held it in 40 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.