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Kelman-Lazarov Inc’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Kelman-Lazarov Inc’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 		$1.07M Buy
13,227
+11
+0.1% +$853 0.14% 61
2026
Q1 		$949K Buy
13,216
+12
+0.1% +$892 0.14% 63
2025
Q4 		$958K Buy
13,204
+20
+0.2% +$1.46K 0.14% 61
2025
Q3 		$968K Buy
13,184
+12
+0.1% +$862 0.14% 58
2025
Q2 		$921K Hold
13,172
– – 0.15% 57
2025
Q1 		$852K Buy
13,172
+2,816
+27% +$189K 0.15% 57
2024
Q4 		$684K Buy
10,356
+1,284
+14% +$87.2K 0.12% 62
2024
Q3 		$598K Hold
9,072
– – 0.1% 69
2024
Q2 		$549K Hold
9,072
– – 0.1% 67
2024
Q1 		$567K Sell
9,072
-76
-0.8% -$4.49K 0.11% 65
2023
Q4 		$532K Sell
9,148
-180
-2% -$9.62K 0.12% 65
2023
Q3 		$486K Hold
9,328
– – 0.11% 61
2023
Q2 		$513K Sell
9,328
-332
-3% -$17.4K 0.12% 62
2023
Q1 		$509K Buy
9,660
+464
+5% +$24.7K 0.13% 59
2022
Q4 		$469K Buy
9,196
+2,104
+30% +$107K 0.13% 60
2022
Q3 		$333K Hold
7,092
– – 0.11% 64
2022
Q2 		$349K Sell
7,092
-8
-0.1% -$432 0.12% 61
2022
Q1 		$422K Hold
7,100
– – 0.14% 54
2021
Q4 		$452K Hold
7,100
– – 0.15% 55
2021
Q3 		$420K Sell
7,100
-36
-0.5% -$2.17K 0.15% 52
2021
Q2 		$423K Sell
7,136
-2,180
-23% -$126K 0.15% 51
2021
Q1 		$516K Hold
9,316
– – 0.18% 45
2020
Q4 		$482K Hold
9,316
– – 0.18% 45
2020
Q3 		$411K Hold
9,316
– – 0.19% 45
2020
Q2 		$382K Sell
9,316
-1,024
-10% -$39.2K 0.18% 48
2020
Q1 		$340K Buy
+10,340
New +$428K 0.18% 52

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 22.9% 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

Kelman-Lazarov Inc's VO Position: Q2 2026 in Review

Kelman-Lazarov Inc increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.08% in Q2 2026, buying an estimated $853 and bringing the position to 13,227 shares worth $1.07M. The position accounts for 0.14% of the portfolio, ranked #61.

Kelman-Lazarov Inc first reported a position in VO in Q1 2020 and has held it in 26 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Kelman-Lazarov Inc held 13,227 shares of Vanguard Morningstar Mid-Cap ETF worth $1.07M as of Q2 2026.
  • Kelman-Lazarov Inc bought 11 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $853.
  • Vanguard Morningstar Mid-Cap ETF made up 0.14% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #61 holding.
  • Kelman-Lazarov Inc first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.