LeClair Wealth Partners’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
Sell
-5,108
Closed -$367K 194
2026
Q1
$367K Buy
+5,108
New +$380K 0.13% 70

Other funds holding VO

LeClair Wealth Partners's VO Position: Q2 2026 in Review

LeClair Wealth Partners sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 5,108 shares — an estimated $367K sold.

LeClair Wealth Partners first reported a position in VO in Q1 2026 and held it in 1 quarter. The position peaked at $367K in Q1 2026. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • LeClair Wealth Partners reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • LeClair Wealth Partners sold 5,108 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $367K.
  • LeClair Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2026 and held it in 1 quarter.
  • LeClair Wealth Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $367K in Q1 2026.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.