L.K. Benson & Company’s Vanguard Mid-Cap ETF VO Stock Holding History

L.K. Benson & Company’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	$436K	Buy	5,406 +10	+0.2%	+$775	0.13%	85
2026 Q1	$387K	Sell	5,396 -52	-1%	-$3.86K	0.13%	87
2025 Q4	$395K	Sell	5,448 -1,616	-23%	-$118K	0.2%	87
2025 Q3	$519K	Buy	7,064 +16	+0.2%	+$1.15K	0.28%	67
2025 Q2	$493K	Sell	7,048 -324	-4%	-$21.3K	0.3%	67
2025 Q1	$476K	Buy	7,372 +32	+0.4%	+$2.15K	0.33%	65
2024 Q4	$485K	Buy	+7,340	New	+$498K	0.34%	61

Other funds holding VO

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

L.K. Benson & Company's VO Position: Q2 2026 in Review

L.K. Benson & Company increased its Vanguard Mid-Cap ETF (VO) stake by 0.19% in Q2 2026, buying an estimated $775 and bringing the position to 5,406 shares worth $436K. The position accounts for 0.13% of the portfolio, ranked #85.

L.K. Benson & Company first reported a position in VO in Q4 2024 and has held it in 7 quarters since. The position peaked at $519K in Q3 2025. 930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

L.K. Benson & Company held 5,406 shares of Vanguard Mid-Cap ETF worth $436K as of Q2 2026.
L.K. Benson & Company bought 10 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $775.
Vanguard Mid-Cap ETF made up 0.13% of L.K. Benson & Company's portfolio in Q2 2026, its #85 holding.
L.K. Benson & Company first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
L.K. Benson & Company's Vanguard Mid-Cap ETF position peaked at $519K in Q3 2025.
930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.