LFA
VO icon

Laraway Financial Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Laraway Financial Advisors’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 		$2.1M Sell
26,021
-339
-1% -$26.3K 1.27% 21
2026
Q1 		$1.89M Sell
26,360
-532
-2% -$39.5K 1.33% 20
2025
Q4 		$1.95M Buy
26,892
+1,088
+4% +$79.1K 1.27% 18
2025
Q3 		$1.9M Buy
25,804
+1,524
+6% +$109K 1.29% 21
2025
Q2 		$1.7M Sell
24,280
-908
-4% -$59.6K 1.29% 21
2025
Q1 		$1.63M Buy
25,188
+1,248
+5% +$83.8K 1.29% 24
2024
Q4 		$1.58M Sell
23,940
-156
-0.6% -$10.6K 1.22% 24
2024
Q3 		$1.59M Sell
24,096
-1,544
-6% -$96.9K 1.27% 22
2024
Q2 		$1.55M Buy
25,640
+876
+4% +$53.2K 1.33% 21
2024
Q1 		$1.55M Buy
24,764
+208
+0.8% +$12.3K 1.36% 20
2023
Q4 		$1.43M Buy
24,556
+136
+0.6% +$7.27K 1.36% 20
2023
Q3 		$1.27M Buy
24,420
+44
+0.2% +$2.41K 1.32% 20
2023
Q2 		$1.34M Sell
24,376
-620
-2% -$32.5K 1.33% 20
2023
Q1 		$1.32M Buy
24,996
+9,760
+64% +$519K 1.34% 21
2022
Q4 		$1.25M Sell
15,236
-8,404
-36% -$428K 1.3% 22
2022
Q3 		$1.13M Buy
23,640
+80
+0.3% +$4.18K 1.26% 23
2022
Q2 		$1.16M Sell
23,560
-120
-0.5% -$6.48K 1.23% 23
2022
Q1 		$1.41M Buy
23,680
+800
+3% +$46.9K 1.28% 23
2021
Q4 		$1.46M Buy
+22,880
New +$1.43M 1.3% 21

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

Laraway Financial Advisors's VO Position: Q2 2026 in Review

Laraway Financial Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.3% in Q2 2026, selling an estimated $26.3K and leaving 26,021 shares worth $2.1M. The position accounts for 1.27% of the portfolio, ranked #21.

Laraway Financial Advisors first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 2,487 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Laraway Financial Advisors held 26,021 shares of Vanguard Morningstar Mid-Cap ETF worth $2.1M as of Q2 2026.
  • Laraway Financial Advisors sold 339 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $26.3K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.27% of Laraway Financial Advisors's portfolio in Q2 2026, its #21 holding.
  • Laraway Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,487 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Laraway Financial Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.