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Lee-Kelleher Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Lee-Kelleher Wealth 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 		$1.24M Sell
15,340
-68
-0.4% -$5.27K 0.65% 22
2026
Q1 		$1.11M Hold
15,408
– – 0.66% 22
2025
Q4 		$1.12M Hold
15,408
– – 0.67% 22
2025
Q3 		$1.13M Sell
15,408
-388
-2% -$27.9K 0.7% 22
2025
Q2 		$1.11M Hold
15,796
– – 0.73% 23
2025
Q1 		$1.02M Hold
15,796
– – 0.75% 21
2024
Q4 		$1.04M Buy
+15,796
New +$1.07M 0.74% 21

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

Lee-Kelleher Wealth Management's VO Position: Q2 2026 in Review

Lee-Kelleher Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 0.44% in Q2 2026, selling an estimated $5.27K and leaving 15,340 shares worth $1.24M. The position accounts for 0.65% of the portfolio, ranked #22.

Lee-Kelleher Wealth Management first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 682 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Lee-Kelleher Wealth Management held 15,340 shares of Vanguard Mid-Cap ETF worth $1.24M as of Q2 2026.
  • Lee-Kelleher Wealth Management sold 68 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $5.27K.
  • Vanguard Mid-Cap ETF made up 0.65% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Lee-Kelleher Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 682 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.