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Laurel Wealth Advisors (North Carolina)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-1,824
Closed -$132K – 644
2025
Q4 		$132K Buy
+1,824
New +$133K 0.02% 221
2025
Q2 		– Sell
-1,424
Closed -$92.1K – 659
2025
Q1 		$92.1K Hold
1,424
– – 0.01% 249
2024
Q4 		$94K Sell
1,424
-32
-2% -$2.17K 0.01% 244
2024
Q3 		$96K Buy
1,456
+32
+2% +$2.01K 0.02% 242
2024
Q2 		$86.2K Sell
1,424
-476
-25% -$28.9K 0.02% 241
2024
Q1 		$119K Hold
1,900
– – 0.02% 221
2023
Q4 		$111K Hold
1,900
– – 0.02% 218
2023
Q3 		$98.9K Sell
1,900
-212
-10% -$11.6K 0.02% 222
2023
Q2 		$116K Hold
2,112
– – 0.02% 211
2023
Q1 		$111K Buy
2,112
+568
+37% +$30.2K 0.02% 212
2022
Q4 		$78.7K Hold
1,544
– – 0.02% 227
2022
Q3 		$73K Hold
1,544
– – 0.02% 223
2022
Q2 		$76K Hold
1,544
– – 0.02% 227
2022
Q1 		$92K Hold
1,544
– – 0.02% 224
2021
Q4 		$98K Hold
1,544
– – 0.02% 216
2021
Q3 		$91K Sell
1,544
-160
-9% -$9.67K 0.02% 215
2021
Q2 		$101K Hold
1,704
– – 0.02% 217
2021
Q1 		$94K Hold
1,704
– – 0.02% 214
2020
Q4 		$88K Sell
1,704
-52
-3% -$2.52K 0.02% 208
2020
Q3 		$77K Hold
1,756
– – 0.02% 200
2020
Q2 		$72K Hold
1,756
– – 0.02% 202
2020
Q1 		$58K Hold
1,756
– – 0.02% 208
2019
Q4 		$78K Hold
1,756
– – 0.02% 207
2019
Q3 		$74K Hold
1,756
– – 0.03% 208
2019
Q2 		$73K Hold
1,756
– – 0.03% 206
2019
Q1 		$71K Hold
1,756
– – 0.03% 206
2018
Q4 		$61K Buy
+1,756
New +$65.9K 0.02% 200

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s VO Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026, closing a stake of 1,824 shares — an estimated $132K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in VO in Q4 2018 and held it in 27 quarters. The position peaked at $132K in Q4 2025. 2,404 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 1,824 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $132K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Vanguard Morningstar Mid-Cap ETF position peaked at $132K in Q4 2025.
  • 2,404 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.