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Alexander Labrunerie & Co’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Alexander Labrunerie & Co’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 		$905K Sell
11,227
-577
-5% -$44.7K 0.32% 46
2026
Q1 		$847K Sell
11,804
-128
-1% -$9.51K 0.32% 47
2025
Q4 		$866K Buy
11,932
+4
+0% +$291 0.31% 47
2025
Q3 		$876K Buy
11,928
+4
+0% +$287 0.32% 47
2025
Q2 		$834K Sell
11,924
-400
-3% -$26.3K 0.34% 47
2025
Q1 		$797K Buy
12,324
+4
+0% +$268 0.34% 50
2024
Q4 		$814K Sell
12,320
-440
-3% -$29.9K 0.36% 46
2024
Q3 		$842K Sell
12,760
-104
-0.8% -$6.53K 0.39% 43
2024
Q2 		$779K Sell
12,864
-16
-0.1% -$972 0.42% 41
2024
Q1 		$805K Buy
+12,880
New +$761K 0.45% 39

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

Alexander Labrunerie & Co's VO Position: Q2 2026 in Review

Alexander Labrunerie & Co reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.9% in Q2 2026, selling an estimated $44.7K and leaving 11,227 shares worth $905K. The position accounts for 0.32% of the portfolio, ranked #46.

Alexander Labrunerie & Co first reported a position in VO in Q1 2024 and has held it in 10 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Alexander Labrunerie & Co held 11,227 shares of Vanguard Morningstar Mid-Cap ETF worth $905K as of Q2 2026.
  • Alexander Labrunerie & Co sold 577 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $44.7K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.32% of Alexander Labrunerie & Co's portfolio in Q2 2026, its #46 holding.
  • Alexander Labrunerie & Co first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Alexander Labrunerie & Co's 13F filing for Q2 2026, filed 3 Aug 2026.