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Lawood & Co’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Lawood & Co’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
Q3 		$275K Sell
3,503
-99
-3% -$8.05K 0.19% 81
2026
Q2 		$290K Sell
3,602
-330
-8% -$25.6K 0.2% 81
2026
Q1 		$282K Buy
3,932
+820
+26% +$60.9K 0.26% 79
2025
Q4 		$226K Buy
+3,112
New +$226K 0.21% 86

Other funds holding VO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

Lawood & Co's VO Position: Q3 2026 in Review

Lawood & Co reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.7% in Q3 2026, selling an estimated $8.05K and leaving 3,503 shares worth $275K. The position accounts for 0.19% of the portfolio, ranked #81.

Lawood & Co first reported a position in VO in Q4 2025 and has held it in 4 quarters since. The position peaked at $290K in Q2 2026. 162 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Lawood & Co held 3,503 shares of Vanguard Morningstar Mid-Cap ETF worth $275K as of Q3 2026.
  • Lawood & Co sold 99 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $8.05K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.19% of Lawood & Co's portfolio in Q3 2026, its #81 holding.
  • Lawood & Co first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Lawood & Co's Vanguard Morningstar Mid-Cap ETF position peaked at $290K in Q2 2026.
  • 162 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.