LIA
VO icon

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
Q2 		$13.8M Buy
171,084
+128
+0.1% +$9.92K 0.75% 25
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 		$6.38M 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

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

LBMC Investment Advisors's VO Position: Q2 2026 in Review

LBMC Investment Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.07% in Q2 2026, buying an estimated $9.92K and bringing the position to 171,084 shares worth $13.8M. The position accounts for 0.75% of the portfolio, ranked #25.

LBMC Investment Advisors first reported a position in VO in Q2 2020 and has held it in 25 quarters since. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • LBMC Investment Advisors held 171,084 shares of Vanguard Morningstar Mid-Cap ETF worth $13.8M as of Q2 2026.
  • LBMC Investment Advisors bought 128 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $9.92K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.75% of LBMC Investment Advisors's portfolio in Q2 2026, its #25 holding.
  • LBMC Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • 2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.