Leavell Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $61.1M | Sell |
758,002
-15,602
| -2% | -$1.21M | 2.23% | 4 |
|
|
2026
Q1 | $55.5M | Buy |
773,604
+5,636
| +0.7% | +$419K | 2.28% | 4 |
|
|
2025
Q4 | $55.7M | Buy |
767,968
+4,872
| +0.6% | +$354K | 2.32% | 4 |
|
|
2025
Q3 | $56.2M | Buy |
763,096
+23,736
| +3% | +$1.7M | 2.37% | 4 |
|
|
2025
Q2 | $51.9M | Buy |
739,360
+10,956
| +2% | +$719K | 2.33% | 4 |
|
|
2025
Q1 | $47.1M | Buy |
728,404
+25,176
| +4% | +$1.69M | 2.33% | 4 |
|
|
2024
Q4 | $46.4M | Buy |
703,228
+12,988
| +2% | +$882K | 2.28% | 4 |
|
|
2024
Q3 | $45.5M | Buy |
690,240
+30,152
| +5% | +$1.89M | 2.27% | 4 |
|
|
2024
Q2 | $40.1M | Buy |
660,088
+9,288
| +1% | +$564K | 2.21% | 4 |
|
|
2024
Q1 | $40.7M | Buy |
650,800
+11,352
| +2% | +$671K | 2.35% | 4 |
|
|
2023
Q4 | $37.2M | Buy |
639,448
+21,364
| +3% | +$1.14M | 2.36% | 4 |
|
|
2023
Q3 | $32.2M | Buy |
618,084
+8,328
| +1% | +$457K | 2.25% | 4 |
|
|
2023
Q2 | $33.6M | Buy |
609,756
+12,636
| +2% | +$662K | 2.28% | 4 |
|
|
2023
Q1 | $31.5M | Buy |
597,120
+11,932
| +2% | +$635K | 2.25% | 4 |
|
|
2022
Q4 | $29.8M | Sell |
585,188
-19,724
| -3% | -$1M | 2.24% | 3 |
|
|
2022
Q3 | $28.4M | Buy |
604,912
+2,940
| +0.5% | +$154K | 2.25% | 3 |
|
|
2022
Q2 | $29.6M | Buy |
601,972
+4,808
| +0.8% | +$260K | 2.27% | 3 |
|
|
2022
Q1 | $35.5M | Buy |
597,164
+16,496
| +3% | +$968K | 2.44% | 4 |
|
|
2021
Q4 | $37M | Buy |
580,668
+22,708
| +4% | +$1.42M | 2.46% | 4 |
|
|
2021
Q3 | $33M | Buy |
557,960
+48,716
| +10% | +$2.94M | 2.46% | 3 |
|
|
2021
Q2 | $28.2M | Hold |
509,244
| – | – | 2.3% | 3 |
|
|
2021
Q1 | $28.2M | Sell |
509,244
-6,112
| -1% | -$332K | 2.3% | 3 |
|
|
2020
Q4 | $26.6M | Buy |
515,356
+23,840
| +5% | +$1.15M | 2.3% | 3 |
|
|
2020
Q3 | $21.7M | Buy |
491,516
+20,824
| +4% | +$907K | 1.88% | 6 |
|
|
2020
Q2 | $19.3M | Buy |
470,692
+12,524
| +3% | +$480K | 1.88% | 5 |
|
|
2020
Q1 | $15.1M | Sell |
458,168
-12,532
| -3% | -$519K | 1.75% | 9 |
|
|
2019
Q4 | $21M | Sell |
470,700
-3,968
| -0.8% | -$170K | 1.96% | 6 |
|
|
2019
Q3 | $19.9M | Sell |
474,668
-964
| -0.2% | -$40.3K | 2.04% | 4 |
|
|
2019
Q2 | $19.9M | Buy |
475,632
+15,536
| +3% | +$636K | 2.1% | 3 |
|
|
2019
Q1 | $18.6M | Buy |
460,096
+9,288
| +2% | +$357K | 2.07% | 5 |
|
|
2018
Q4 | $15.6M | Sell |
450,808
-64,768
| -13% | -$2.43M | 1.96% | 6 |
|
|
2018
Q3 | $21.3M | Buy |
515,576
+4,328
| +0.8% | +$177K | 2.29% | 3 |
|
|
2018
Q2 | $20.1M | Buy |
511,248
+14,060
| +3% | +$552K | 2.29% | 4 |
|
|
2018
Q1 | $19.2M | Buy |
497,188
+5,500
| +1% | +$217K | 2.23% | 3 |
|
|
2017
Q4 | $19M | Sell |
491,688
-21,736
| -4% | -$820K | 2.24% | 2 |
|
|
2017
Q3 | $18.9M | Buy |
513,424
+1,952
| +0.4% | +$70.4K | 2.33% | 2 |
|
|
2017
Q2 | $18.2M | Buy |
511,472
+12,284
| +2% | +$434K | 2.31% | 3 |
|
|
2017
Q1 | $17.4M | Buy |
499,188
+12,064
| +2% | +$414K | 2.23% | 3 |
|
|
2016
Q4 | $16M | Sell |
487,124
-4,908
| -1% | -$159K | 2.21% | 3 |
|
|
2016
Q3 | $15.9M | Buy |
492,032
+10,188
| +2% | +$327K | 2.35% | 2 |
|
|
2016
Q2 | $14.9M | Buy |
481,844
+9,716
| +2% | +$297K | 2.2% | 3 |
|
|
2016
Q1 | $14.3M | Buy |
472,128
+7,224
| +2% | +$204K | 2.14% | 4 |
|
|
2015
Q4 | $14M | Sell |
464,904
-22,636
| -5% | -$690K | 2.05% | 3 |
|
|
2015
Q3 | $14.2M | Buy |
487,540
+3,240
| +0.7% | +$101K | 2.25% | 2 |
|
|
2015
Q2 | $15.4M | Buy |
484,300
+17,460
| +4% | +$567K | 2.39% | 2 |
|
|
2015
Q1 | $15.5M | Buy |
466,840
+12,040
| +3% | +$379K | 2.34% | 2 |
|
|
2014
Q4 | $14M | Buy |
454,800
+111,396
| +32% | +$3.36M | 2.16% | 2 |
|
|
2014
Q3 | $10.1M | Sell |
343,404
-6,784
| -2% | -$201K | 1.6% | 6 |
|
|
2014
Q2 | $10.4M | Buy |
350,188
+2,980
| +0.9% | +$85.1K | 1.64% | 6 |
|
|
2014
Q1 | $9.86M | Buy |
347,208
+4,428
| +1% | +$123K | 1.64% | 7 |
|
|
2013
Q4 | $9.43M | Buy |
342,780
+4,348
| +1% | +$116K | 1.59% | 7 |
|
|
2013
Q3 | $8.67M | Sell |
338,432
-4,000
| -1% | -$100K | 1.56% | 7 |
|
|
2013
Q2 | $8.14M | Buy |
+342,432
| New | +$8.12M | 1.51% | 9 |
|
Other funds holding VO
Leavell Investment Management's VO Position: Q2 2026 in Review
Leavell Investment Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2% in Q2 2026, selling an estimated $1.21M and leaving 758,002 shares worth $61.1M. The position accounts for 2.23% of the portfolio, ranked #4.
Leavell Investment Management first reported a position in VO in Q2 2013 and has held it in 53 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Leavell Investment Management held 758,002 shares of Vanguard Morningstar Mid-Cap ETF worth $61.1M as of Q2 2026.
- Leavell Investment Management sold 15,602 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.21M.
- Vanguard Morningstar Mid-Cap ETF made up 2.23% of Leavell Investment Management's portfolio in Q2 2026, its #4 holding.
- Leavell Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
- 2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.