Lake Street Private Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Lake Street Private Wealth’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	$2.97M	Hold	36,888	–	–	0.34%	71
2026 Q1	$2.65M	Hold	36,888	–	–	0.34%	70
2025 Q4	$2.68M	Buy	+36,888	New	+$2.68M	0.33%	68
2024 Q3	–	Sell	-3,564	Closed	-$216K	–	323
2024 Q2	$216K	Sell	3,564 -1,028	-22%	-$62.5K	0.03%	299
2024 Q1	$287K	Hold	4,592	–	–	0.04%	264
2023 Q4	$267K	Hold	4,592	–	–	0.04%	262
2023 Q3	$240K	Sell	4,592 -400	-8%	-$21.9K	0.04%	246
2023 Q2	$275K	Sell	4,992 -124	-2%	-$6.5K	0.05%	240
2023 Q1	$270K	Sell	5,116 -32	-0.6%	-$1.7K	0.05%	239
2022 Q4	$262K	Sell	5,148 -144	-3%	-$7.33K	0.05%	233
2022 Q3	$249K	Hold	5,292	–	–	0.06%	234
2022 Q2	$261K	Sell	5,292 -796	-13%	-$43K	0.06%	245
2022 Q1	$362K	Sell	6,088 -292	-5%	-$17.1K	0.07%	223
2021 Q4	$406K	Buy	+6,380	New	+$400K	0.07%	222

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Lake Street Private Wealth's VO Position: Q2 2026 in Review

Lake Street Private Wealth held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 36,888 shares worth $2.97M. The position accounts for 0.34% of the portfolio, ranked #71.

Lake Street Private Wealth first reported a position in VO in Q4 2021 and has held it in 14 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Lake Street Private Wealth held 36,888 shares of Vanguard Morningstar Mid-Cap ETF worth $2.97M as of Q2 2026.
Lake Street Private Wealth left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.34% of Lake Street Private Wealth's portfolio in Q2 2026, its #71 holding.
Lake Street Private Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 14 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.