Leelyn Smith’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Leelyn Smith’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	$2.33M	Hold	28,972	–	–	0.28%	88
2026 Q1	$2.08M	Sell	28,972 -104	-0.4%	-$7.73K	0.29%	84
2025 Q4	$2.11M	Buy	29,076 +104	+0.4%	+$7.57K	0.31%	84
2025 Q3	$2.13M	Hold	28,972	–	–	0.32%	81
2025 Q2	$2.03M	Hold	28,972	–	–	0.33%	81
2025 Q1	$1.87M	Hold	28,972	–	–	0.33%	79
2024 Q4	$1.91M	Hold	28,972	–	–	0.34%	78
2024 Q3	$1.91M	Hold	28,972	–	–	0.34%	76
2024 Q2	$1.75M	Hold	28,972	–	–	0.34%	78
2024 Q1	$1.81M	Hold	28,972	–	–	0.36%	78
2023 Q4	$1.69M	Sell	28,972 -240	-0.8%	-$12.8K	0.37%	71
2023 Q3	$1.52M	Buy	29,212 +240	+0.8%	+$13.2K	0.37%	68
2023 Q2	$1.59M	Hold	28,972	–	–	0.39%	68
2023 Q1	$1.53M	Hold	28,972	–	–	0.39%	67
2022 Q4	$1.48M	Hold	28,972	–	–	0.41%	65
2022 Q3	$1.36M	Hold	28,972	–	–	0.47%	63
2022 Q2	$1.43M	Hold	28,972	–	–	0.37%	62
2022 Q1	$1.72M	Hold	28,972	–	–	0.45%	64
2021 Q4	$1.84M	Hold	28,972	–	–	0.49%	61
2021 Q3	$1.72M	Hold	28,972	–	–	0.5%	60
2021 Q2	$1.72M	Hold	28,972	–	–	0.51%	61
2021 Q1	$1.6M	Sell	28,972 -7,556	-21%	-$410K	0.48%	63
2020 Q4	$1.89M	Sell	36,528 -16,452	-31%	-$797K	0.6%	46
2020 Q3	$2.33M	Buy	+52,980	New	+$2.31M	0.82%	27

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Leelyn Smith's VO Position: Q2 2026 in Review

Leelyn Smith held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 28,972 shares worth $2.33M. The position accounts for 0.28% of the portfolio, ranked #88.

Leelyn Smith first reported a position in VO in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.33M in Q3 2020. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Leelyn Smith held 28,972 shares of Vanguard Morningstar Mid-Cap ETF worth $2.33M as of Q2 2026.
Leelyn Smith left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.28% of Leelyn Smith's portfolio in Q2 2026, its #88 holding.
Leelyn Smith first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2020 and has held it in 24 quarters since.
Leelyn Smith's Vanguard Morningstar Mid-Cap ETF position peaked at $2.33M in Q3 2020.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Leelyn Smith's 13F filing for Q2 2026, filed 24 Jul 2026.