JPLA
VO icon

Joseph P. Lucia & Associates’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Joseph P. Lucia & Associates’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 		$496K Hold
6,160
– – 0.15% 114
2026
Q1 		$442K Hold
6,160
– – 0.16% 113
2025
Q4 		$447K Sell
6,160
-160
-3% -$11.6K 0.16% 107
2025
Q3 		$464K Sell
6,320
-60
-0.9% -$4.31K 0.18% 104
2025
Q2 		$446K Sell
6,380
-492
-7% -$32.3K 0.18% 101
2025
Q1 		$444K Sell
6,872
-40
-0.6% -$2.68K 0.2% 91
2024
Q4 		$456K Hold
6,912
– – 0.2% 90
2024
Q3 		$456K Sell
6,912
-120
-2% -$7.53K 0.21% 87
2024
Q2 		$426K Sell
7,032
-260
-4% -$15.8K 0.22% 80
2024
Q1 		$455K Buy
7,292
+280
+4% +$16.5K 0.24% 76
2023
Q4 		$408K Sell
7,012
-100
-1% -$5.34K 0.25% 76
2023
Q3 		$370K Hold
7,112
– – 0.26% 78
2023
Q2 		$391K Sell
7,112
-2,080
-23% -$109K 0.26% 79
2023
Q1 		$485K Sell
9,192
-240
-3% -$12.8K 0.34% 70
2022
Q4 		$481K Sell
9,432
-1,020
-10% -$52K 0.36% 68
2022
Q3 		$491K Buy
10,452
+1,600
+18% +$83.6K 0.39% 64
2022
Q2 		$436K Sell
8,852
-1,480
-14% -$80K 0.31% 63
2022
Q1 		$614K Buy
10,332
+3,592
+53% +$211K 0.37% 61
2021
Q4 		$429K Buy
6,740
+3,680
+120% +$231K 0.27% 80
2021
Q3 		$181K Buy
3,060
+1,580
+107% +$95.5K 0.11% 130
2021
Q2 		$88K Buy
1,480
+260
+21% +$15.1K 0.05% 179
2021
Q1 		$68K Buy
+1,220
New +$66.2K 0.03% 184
2019
Q2 		– Sell
-68,496
Closed -$104 – 469
2019
Q1 		$104 Buy
+68,496
New +$2.63M 0.01% 259

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

Joseph P. Lucia & Associates's VO Position: Q2 2026 in Review

Joseph P. Lucia & Associates held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 6,160 shares worth $496K. The position accounts for 0.15% of the portfolio, ranked #114.

Joseph P. Lucia & Associates first reported a position in VO in Q1 2019 and has held it in 23 quarters since. The position peaked at $614K in Q1 2022. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Joseph P. Lucia & Associates held 6,160 shares of Vanguard Morningstar Mid-Cap ETF worth $496K as of Q2 2026.
  • Joseph P. Lucia & Associates left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.15% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #114 holding.
  • Joseph P. Lucia & Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2019 and has held it in 23 quarters since.
  • Joseph P. Lucia & Associates's Vanguard Morningstar Mid-Cap ETF position peaked at $614K in Q1 2022.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.