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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
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

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

Lawood & Co's VO Position: Q2 2026 in Review

Lawood & Co reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8.4% in Q2 2026, selling an estimated $25.6K and leaving 3,602 shares worth $290K. The position accounts for 0.2% of the portfolio, ranked #81.

Lawood & Co first reported a position in VO in Q4 2025 and has held it in 3 quarters since. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Lawood & Co held 3,602 shares of Vanguard Morningstar Mid-Cap ETF worth $290K as of Q2 2026.
  • Lawood & Co sold 330 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $25.6K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.2% of Lawood & Co's portfolio in Q2 2026, its #81 holding.
  • Lawood & Co first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Lawood & Co's 13F filing for Q2 2026, filed 13 Jul 2026.