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 Q2	$1.86M	Buy	23,025 +309	+1%	+$24K	1.46%	21
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

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

Leo H. Evart Inc's VO Position: Q2 2026 in Review

Leo H. Evart Inc increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.4% in Q2 2026, buying an estimated $24K and bringing the position to 23,025 shares worth $1.86M. The position accounts for 1.46% of the portfolio, ranked #21.

Leo H. Evart Inc first reported a position in VO in Q4 2021 and has held it in 10 quarters since. The position peaked at $2.73M in Q4 2021. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Leo H. Evart Inc held 23,025 shares of Vanguard Morningstar Mid-Cap ETF worth $1.86M as of Q2 2026.
Leo H. Evart Inc bought 309 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $24K.
Vanguard Morningstar Mid-Cap ETF made up 1.46% of Leo H. Evart Inc's portfolio in Q2 2026, its #21 holding.
Leo H. Evart Inc first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 10 quarters since.
Leo H. Evart Inc's Vanguard Morningstar Mid-Cap ETF position peaked at $2.73M in Q4 2021.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Leo H. Evart Inc's 13F filing for Q2 2026, filed 18 Aug 2026.