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LBMC Investment Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

LBMC Investment Advisors’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 		$12.3M Sell
170,956
-6,480
-4% -$481K 0.75% 28
2025
Q4 		$12.9M Buy
177,436
+8
+0% +$582 0.79% 25
2025
Q3 		$13M Sell
177,428
-452
-0.3% -$32.5K 0.83% 22
2025
Q2 		$12.4M Buy
177,880
+148
+0.1% +$9.71K 0.89% 20
2025
Q1 		$11.5M Sell
177,732
-364
-0.2% -$24.4K 0.9% 21
2024
Q4 		$11.8M Sell
178,096
-836
-0.5% -$56.8K 0.93% 18
2024
Q3 		$11.8M Sell
178,932
-3,824
-2% -$240K 0.93% 18
2024
Q2 		$11.1M Hold
182,756
– – 0.96% 17
2024
Q1 		$11.4M Sell
182,756
-6,404
-3% -$378K 0.99% 16
2023
Q4 		$11M Buy
189,160
+11,520
+6% +$615K 1.05% 15
2023
Q3 		$9.01M Buy
177,640
+4,056
+2% +$222K 0.96% 16
2023
Q2 		$9.55M Buy
173,584
+16
+0% +$839 0.94% 19
2023
Q1 		$9.15M Buy
173,568
+37,164
+27% +$1.98M 0.92% 17
2022
Q4 		$6.95M Buy
136,404
+15,592
+13% +$794K 0.73% 23
2022
Q3 		$5.68M Buy
120,812
+5,868
+5% +$307K 0.65% 23
2022
Q2 		$5.66M Sell
114,944
-600
-0.5% -$32.4K 0.61% 23
2022
Q1 		$6.87M Buy
115,544
+8,968
+8% +$526K 0.61% 24
2021
Q4 		$6.79M Sell
106,576
-143,048
-57% -$8.97M 0.59% 24
2021
Q3 		$6.38K Buy
249,624
+141,720
+131% +$8.56M 0.6% 24
2021
Q2 		$6.4M Buy
107,904
+12
+0% +$695 0.61% 25
2021
Q1 		$5.97M Sell
107,892
-76
-0.1% -$4.12K 0.63% 24
2020
Q4 		$5.58M Buy
107,968
+212
+0.2% +$10.3K 0.66% 21
2020
Q3 		$4.75M Sell
107,756
-144
-0.1% -$6.28K 0.66% 22
2020
Q2 		$4.42M Buy
+107,900
New +$4.13M 0.7% 20

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LBMC Investment Advisors's VO Position: Q1 2026 in Review

LBMC Investment Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.7% in Q1 2026, selling an estimated $481K and leaving 170,956 shares worth $12.3M. The position accounts for 0.75% of the portfolio, ranked #28.

LBMC Investment Advisors first reported a position in VO in Q2 2020 and has held it in 24 quarters since. The position peaked at $13M in Q3 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • LBMC Investment Advisors held 170,956 shares of Vanguard Morningstar Mid-Cap ETF worth $12.3M as of Q1 2026.
  • LBMC Investment Advisors sold 6,480 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $481K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.75% of LBMC Investment Advisors's portfolio in Q1 2026, its #28 holding.
  • LBMC Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2020 and has held it in 24 quarters since.
  • LBMC Investment Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $13M in Q3 2025.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.