LWL
VO icon

Leo Wealth LLC’s Vanguard Mid-Cap ETF VO Stock Holding History

Leo Wealth LLC’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
2025
Q3 		– Sell
-3,324
Closed -$233K – 398
2025
Q2 		$233K Buy
+3,324
New +$218K 0.02% 353
2025
Q1 		– Sell
-3,104
Closed -$205K – 372
2024
Q4 		$205K Buy
+3,104
New +$211K 0.02% 341
2024
Q3 		– Sell
-3,324
Closed -$200K – 365
2024
Q2 		$200K Sell
3,324
-60
-2% -$3.65K 0.02% 319
2024
Q1 		$211K Sell
3,384
-20
-0.6% -$1.18K 0.02% 313
2023
Q4 		$205K Buy
+3,404
New +$182K 0.02% 312

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Leo Wealth LLC's VO Position: Q3 2025 in Review

Leo Wealth LLC sold out of Vanguard Mid-Cap ETF (VO) in Q3 2025, closing a stake of 3,324 shares — an estimated $233K sold.

Leo Wealth LLC first reported a position in VO in Q4 2023 and held it in 5 quarters. The position peaked at $233K in Q2 2025. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • Leo Wealth LLC reported no remaining Vanguard Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Leo Wealth LLC sold 3,324 Vanguard Mid-Cap ETF shares in Q3 2025, an estimated $233K.
  • Leo Wealth LLC first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and held it in 5 quarters.
  • Leo Wealth LLC's Vanguard Mid-Cap ETF position peaked at $233K in Q2 2025.
  • 2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

Based on Leo Wealth LLC's 13F filing for Q3 2025, filed 14 Nov 2025.