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Lazari Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Lazari Capital 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 		$202K Buy
+2,509
New +$195K 0.06% 172
2024
Q4 		– Sell
-4,448
Closed -$293K – 164
2024
Q3 		$293K Buy
4,448
+540
+14% +$33.9K 0.13% 106
2024
Q2 		$237K Hold
3,908
– – 0.11% 115
2024
Q1 		$244K Buy
3,908
+8
+0.2% +$473 0.13% 90
2023
Q4 		$227K Buy
3,900
+8
+0.2% +$427 0.13% 96
2023
Q3 		$203K Buy
3,892
+144
+4% +$7.9K 0.12% 100
2023
Q2 		$206K Buy
+3,748
New +$196K 0.12% 106

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Lazari Capital Management's VO Position: Q2 2026 in Review

Lazari Capital Management opened a new position in Vanguard Mid-Cap ETF (VO) in Q2 2026: 2,509 shares worth $202K. The stake represents 0.06% of the portfolio and ranks #172 among its holdings. This is a return to the name: Lazari Capital Management previously reported a position in VO as recently as Q3 2024.

Lazari Capital Management first reported a position in VO in Q2 2023 and has held it in 7 quarters since. The position peaked at $293K in Q3 2024. 823 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Lazari Capital Management held 2,509 shares of Vanguard Mid-Cap ETF worth $202K as of Q2 2026.
  • Vanguard Mid-Cap ETF was a new Lazari Capital Management position in Q2 2026.
  • Vanguard Mid-Cap ETF made up 0.06% of Lazari Capital Management's portfolio in Q2 2026, its #172 holding.
  • Lazari Capital Management first reported a position in Vanguard Mid-Cap ETF in Q2 2023 and has held it in 7 quarters since.
  • Lazari Capital Management's Vanguard Mid-Cap ETF position peaked at $293K in Q3 2024.
  • 823 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.