Leo H. Evart Inc’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Leo H. Evart Inc’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 Q1	$1.63M	Buy	+22,716	New	+$1.69M	1.39%	20
2023 Q3	$1.47M	Sell	28,264 -3,164	-10%	-$174K	2.26%	16
2023 Q2	$1.73M	Sell	31,428 -264	-0.8%	-$13.8K	2.4%	16
2023 Q1	$1.67M	Sell	31,692 -2,484	-7%	-$132K	2.44%	15
2022 Q4	$1.74M	Sell	34,176 -1,732	-5%	-$88.2K	2.63%	15
2022 Q3	$1.69M	Sell	35,908 -2,492	-6%	-$130K	2.57%	15
2022 Q2	$1.89M	Sell	38,400 -3,060	-7%	-$165K	2.3%	14
2022 Q1	$2.46M	Sell	41,460 -1,416	-3%	-$83.1K	2.55%	13
2021 Q4	$2.73M	Buy	+42,876	New	+$2.69M	2.66%	13

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Leo H. Evart Inc's VO Position: Q1 2026 in Review

Leo H. Evart Inc opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026: 22,716 shares worth $1.63M. The stake represents 1.39% of the portfolio and ranks #20 among its holdings. This is a return to the name: Leo H. Evart Inc previously reported a position in VO as recently as Q3 2023.

Leo H. Evart Inc first reported a position in VO in Q4 2021 and has held it in 9 quarters since. The position peaked at $2.73M in Q4 2021. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Leo H. Evart Inc held 22,716 shares of Vanguard Morningstar Mid-Cap ETF worth $1.63M as of Q1 2026.
Vanguard Morningstar Mid-Cap ETF was a new Leo H. Evart Inc position in Q1 2026.
Vanguard Morningstar Mid-Cap ETF made up 1.39% of Leo H. Evart Inc's portfolio in Q1 2026, its #20 holding.
Leo H. Evart Inc first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 9 quarters since.
Leo H. Evart Inc's Vanguard Morningstar Mid-Cap ETF position peaked at $2.73M in Q4 2021.
2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Leo H. Evart Inc's 13F filing for Q1 2026, filed 13 May 2026.