Lathrop Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Lathrop Investment Management’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 Q1	–	Sell	-4,120	Closed	-$299K	–	85
2025 Q4	$299K	Hold	4,120	–	–	0.05%	74
2025 Q3	$303K	Hold	4,120	–	–	0.06%	71
2025 Q2	$288K	Buy	4,120 +148	+4%	+$9.71K	0.05%	73
2025 Q1	$257K	Hold	3,972	–	–	0.05%	78
2024 Q4	$262K	Sell	3,972 -180	-4%	-$12.2K	0.05%	77
2024 Q3	$274K	Hold	4,152	–	–	0.05%	77
2024 Q2	$251K	Sell	4,152 -168	-4%	-$10.2K	0.05%	76
2024 Q1	$270K	Hold	4,320	–	–	0.05%	76
2023 Q4	$251K	Sell	4,320 -484	-10%	-$25.9K	0.05%	74
2023 Q3	$250K	Sell	4,804 -236	-5%	-$12.9K	0.05%	71
2023 Q2	$277K	Hold	5,040	–	–	0.06%	70
2023 Q1	$266K	Hold	5,040	–	–	0.06%	73
2022 Q4	$257K	Hold	5,040	–	–	0.06%	74
2022 Q3	$237K	Sell	5,040 -464	-8%	-$24.2K	0.06%	63
2022 Q2	$271K	Hold	5,504	–	–	0.07%	65
2022 Q1	$327K	Hold	5,504	–	–	0.07%	60
2021 Q4	$351K	Hold	5,504	–	–	0.07%	57
2021 Q3	$326K	Sell	5,504 -28	-0.5%	-$1.69K	0.07%	54
2021 Q2	$328K	Hold	5,532	–	–	0.07%	56
2021 Q1	$306K	Buy	+5,532	New	+$300K	0.07%	58

Other funds holding VO

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

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

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

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

Lathrop Investment Management's VO Position: Q1 2026 in Review

Lathrop Investment Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026, closing a stake of 4,120 shares — an estimated $299K sold.

Lathrop Investment Management first reported a position in VO in Q1 2021 and held it in 20 quarters. The position peaked at $351K in Q4 2021. 2,394 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Lathrop Investment Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Lathrop Investment Management sold 4,120 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $299K.
Lathrop Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2021 and held it in 20 quarters.
Lathrop Investment Management's Vanguard Morningstar Mid-Cap ETF position peaked at $351K in Q4 2021.
2,394 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Lathrop Investment Management's 13F filing for Q1 2026, filed 12 May 2026.