Lazard Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Lazard Asset 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 Q2	$1.1M	Hold	13,600	–	–	﹤0.01%	1193
2026 Q1	$976K	Hold	13,600	–	–	﹤0.01%	1177
2025 Q4	$987K	Hold	13,600	–	–	﹤0.01%	1156
2025 Q3	$999K	Hold	13,600	–	–	﹤0.01%	1143
2025 Q2	$951K	Hold	13,600	–	–	﹤0.01%	1317
2025 Q1	$879K	Hold	13,600	–	–	﹤0.01%	1254
2024 Q4	$898K	Hold	13,600	–	–	﹤0.01%	1195
2024 Q3	$897K	Hold	13,600	–	–	﹤0.01%	1126
2024 Q2	$823K	Hold	13,600	–	–	﹤0.01%	1024
2024 Q1	$849K	Hold	13,600	–	–	﹤0.01%	951
2023 Q4	$790K	Hold	13,600	–	–	﹤0.01%	1002
2023 Q3	$708K	Hold	13,600	–	–	﹤0.01%	1056
2023 Q2	$748K	Sell	13,600 -37,864	-74%	-$1.98M	﹤0.01%	1039
2023 Q1	$2.71M	Hold	51,464	–	–	﹤0.01%	858
2022 Q4	$2.62M	Buy	51,464 +37,864	+278%	+$1.93M	﹤0.01%	864
2022 Q3	$639K	Hold	13,600	–	–	﹤0.01%	1058
2022 Q2	$669K	Hold	13,600	–	–	﹤0.01%	1066
2022 Q1	$808K	Hold	13,600	–	–	﹤0.01%	1030
2021 Q4	$866K	Hold	13,600	–	–	﹤0.01%	1024
2021 Q3	$804K	Buy	13,600 +360	+3%	+$21.8K	﹤0.01%	1101
2021 Q2	$785K	Buy	13,240 +980	+8%	+$56.8K	﹤0.01%	983
2021 Q1	$678K	Buy	12,260 +660	+6%	+$35.8K	﹤0.01%	940
2020 Q4	$599K	Hold	11,600	–	–	﹤0.01%	953
2020 Q3	$511K	Hold	11,600	–	–	﹤0.01%	870
2020 Q2	$475K	Buy	+11,600	New	+$444K	﹤0.01%	823

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

Lazard Asset Management's VO Position: Q2 2026 in Review

Lazard Asset Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 13,600 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

Lazard Asset Management first reported a position in VO in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.71M in Q1 2023. 2,487 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Lazard Asset Management held 13,600 shares of Vanguard Morningstar Mid-Cap ETF worth $1.1M as of Q2 2026.
Lazard Asset Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Lazard Asset Management's portfolio in Q2 2026, its #1193 holding.
Lazard Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2020 and has held it in 25 quarters since.
Lazard Asset Management's Vanguard Morningstar Mid-Cap ETF position peaked at $2.71M in Q1 2023.
2,487 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Lazard Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.