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Wilmington Savings Fund Society’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Wilmington Savings Fund Society’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 		$3.09M Sell
38,390
-338
-0.9% -$26.2K 0.07% 197
2026
Q1 		$2.78M Sell
38,728
-476
-1% -$35.4K 0.07% 203
2025
Q4 		$2.84M Buy
39,204
+12,776
+48% +$929K 0.07% 193
2025
Q3 		$1.94M Sell
26,428
-13,680
-34% -$982K 0.05% 231
2025
Q2 		$2.81M Sell
40,108
-19,608
-33% -$1.29M 0.05% 247
2025
Q1 		$3.86M Buy
59,716
+200
+0.3% +$13.4K 0.07% 200
2024
Q4 		$3.93M Buy
59,516
+14,028
+31% +$952K 0.07% 203
2024
Q3 		$3M Buy
45,488
+36,988
+435% +$2.32M 0.05% 241
2024
Q2 		$514K Buy
8,500
+2,052
+32% +$125K 0.02% 254
2024
Q1 		$403K Buy
+6,448
New +$381K 0.02% 285
2023
Q3 		$374K Hold
7,184
– – 0.02% 279
2023
Q2 		$395K Sell
7,184
-1,424
-17% -$74.7K 0.02% 287
2023
Q1 		$454K Sell
8,608
-60
-0.7% -$3.19K 0.02% 262
2022
Q4 		$442K Hold
8,668
– – 0.02% 268
2022
Q3 		$407K Buy
8,668
+1,416
+20% +$74K 0.02% 268
2022
Q2 		$357K Sell
7,252
-1,492
-17% -$80.6K 0.02% 290
2022
Q1 		$520K Sell
8,744
-296
-3% -$17.4K 0.02% 266
2021
Q4 		$576K Buy
9,040
+3,140
+53% +$197K 0.02% 270
2021
Q3 		$349K Sell
5,900
-1,008
-15% -$60.9K 0.01% 315
2021
Q2 		$410K Sell
6,908
-916
-12% -$53.1K 0.02% 299
2021
Q1 		$433K Hold
7,824
– – 0.02% 287
2020
Q4 		$404K Buy
+7,824
New +$379K 0.02% 293

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wilmington Savings Fund Society's VO Position: Q2 2026 in Review

Wilmington Savings Fund Society reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.87% in Q2 2026, selling an estimated $26.2K and leaving 38,390 shares worth $3.09M. The position accounts for 0.07% of the portfolio, ranked #197.

Wilmington Savings Fund Society first reported a position in VO in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.93M in Q4 2024. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Wilmington Savings Fund Society held 38,390 shares of Vanguard Morningstar Mid-Cap ETF worth $3.09M as of Q2 2026.
  • Wilmington Savings Fund Society sold 338 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $26.2K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.07% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #197 holding.
  • Wilmington Savings Fund Society first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Wilmington Savings Fund Society's Vanguard Morningstar Mid-Cap ETF position peaked at $3.93M in Q4 2024.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.