LaSalle St. Investment Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

LaSalle St. Investment 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	$1.07M	Buy	13,233 +185	+1%	+$14.3K	0.13%	137
2026 Q1	$937K	Buy	13,048 +5,856	+81%	+$435K	0.13%	133
2025 Q4	$522K	Buy	7,192 +1,568	+28%	+$114K	0.08%	182
2025 Q3	$413K	Buy	5,624 +1,628	+41%	+$117K	0.07%	200
2025 Q2	$279K	Sell	3,996 -1,540	-28%	-$101K	0.08%	242
2025 Q1	$357K	Buy	5,536 +2,056	+59%	+$138K	0.08%	192
2024 Q4	$229K	Buy	3,480 +400	+13%	+$27.2K	0.07%	243
2024 Q3	$203K	Buy	+3,080	New	+$193K	0.08%	205
2024 Q2	–	Sell	-3,760	Closed	-$218K	–	180
2024 Q1	$218K	Hold	3,760	–	–	0.12%	128
2023 Q4	$2.19M	Buy	+3,760	New	+$201K	0.15%	111
2023 Q2	–	Sell	-5,352	Closed	-$282K	–	136
2023 Q1	$282K	Buy	5,352 +1,400	+35%	+$74.5K	0.12%	95
2022 Q4	$201K	Buy	+3,952	New	+$201K	0.09%	95

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

LaSalle St. Investment Advisors's VO Position: Q2 2026 in Review

LaSalle St. Investment Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.4% in Q2 2026, buying an estimated $14.3K and bringing the position to 13,233 shares worth $1.07M. The position accounts for 0.13% of the portfolio, ranked #137.

LaSalle St. Investment Advisors first reported a position in VO in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.19M in Q4 2023. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

LaSalle St. Investment Advisors held 13,233 shares of Vanguard Morningstar Mid-Cap ETF worth $1.07M as of Q2 2026.
LaSalle St. Investment Advisors bought 185 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $14.3K.
Vanguard Morningstar Mid-Cap ETF made up 0.13% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #137 holding.
LaSalle St. Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 12 quarters since.
LaSalle St. Investment Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $2.19M in Q4 2023.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.