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LexAurum Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

LexAurum Advisors’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 		$5.66M Buy
70,213
+10,153
+17% +$787K 0.65% 40
2026
Q1 		$4.31M Buy
+60,060
New +$4.46M 0.56% 42
2025
Q3 		$3.68M Buy
50,120
+11,676
+30% +$838K 0.52% 42
2025
Q2 		$2.69M Buy
38,444
+5,988
+18% +$393K 0.42% 48
2025
Q1 		$2.1M Buy
32,456
+3,652
+13% +$245K 0.4% 48
2024
Q4 		$1.9M Buy
28,804
+9,308
+48% +$632K 0.38% 51
2024
Q3 		$1.29M Sell
19,496
-1,124
-5% -$70.6K 0.28% 76
2024
Q2 		$1.25M Buy
20,620
+3,924
+24% +$238K 0.3% 74
2024
Q1 		$1.04M Buy
16,696
+2,256
+16% +$133K 0.26% 82
2023
Q4 		$840K Sell
14,440
-4,048
-22% -$216K 0.22% 103
2023
Q3 		$962K Buy
18,488
+1,244
+7% +$68.2K 0.28% 79
2023
Q2 		$949K Sell
17,244
-344
-2% -$18K 0.29% 76
2023
Q1 		$928K Buy
17,588
+636
+4% +$33.8K 0.31% 70
2022
Q4 		$864K Buy
16,952
+524
+3% +$26.7K 0.31% 68
2022
Q3 		$772K Buy
16,428
+124
+0.8% +$6.48K 0.3% 68
2022
Q2 		$803K Buy
16,304
+468
+3% +$25.3K 0.3% 67
2022
Q1 		$942K Buy
15,836
+2,440
+18% +$143K 0.31% 71
2021
Q4 		$853K Buy
13,396
+1,932
+17% +$121K 0.28% 75
2021
Q3 		$679K Buy
11,464
+340
+3% +$20.5K 0.2% 127
2021
Q2 		$660K Buy
11,124
+2,876
+35% +$167K 0.2% 131
2021
Q1 		$456K Buy
8,248
+476
+6% +$25.8K 0.16% 150
2020
Q4 		$402K Buy
7,772
+1,388
+22% +$67.2K 0.14% 156
2020
Q3 		$281K Buy
+6,384
New +$278K 0.12% 177

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LexAurum Advisors's VO Position: Q2 2026 in Review

LexAurum Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 17% in Q2 2026, buying an estimated $787K and bringing the position to 70,213 shares worth $5.66M. The position accounts for 0.65% of the portfolio, ranked #40.

LexAurum Advisors first reported a position in VO in Q3 2020 and has held it in 23 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • LexAurum Advisors held 70,213 shares of Vanguard Morningstar Mid-Cap ETF worth $5.66M as of Q2 2026.
  • LexAurum Advisors bought 10,153 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $787K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.65% of LexAurum Advisors's portfolio in Q2 2026, its #40 holding.
  • LexAurum Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2020 and has held it in 23 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.