Libra Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Libra Wealth’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	$863K	Hold	10,708	–	–	0.22%	33
2026 Q1	$769K	Hold	10,708	–	–	0.22%	32
2025 Q4	$777K	Buy	10,708 +480	+5%	+$34.9K	0.22%	34
2025 Q3	$751K	Hold	10,228	–	–	0.23%	35
2025 Q2	$716K	Hold	10,228	–	–	0.23%	32
2025 Q1	$661K	Hold	10,228	–	–	0.25%	32
2024 Q4	$675K	Sell	10,228 -284	-3%	-$19.3K	0.26%	30
2024 Q3	$693K	Hold	10,512	–	–	0.28%	29
2024 Q2	$636K	Sell	10,512 -180	-2%	-$10.9K	0.28%	26
2024 Q1	$668K	Sell	10,692 -2,256	-17%	-$133K	0.29%	28
2023 Q4	$753K	Buy	12,948 +1,480	+13%	+$79.1K	0.37%	25
2023 Q3	$597K	Hold	11,468	–	–	0.33%	26
2023 Q2	$631K	Hold	11,468	–	–	0.34%	27
2023 Q1	$605K	Hold	11,468	–	–	0.35%	27
2022 Q4	$584K	Hold	11,468	–	–	0.02%	32
2022 Q3	$539K	Buy	11,468 +2,976	+35%	+$156K	0.35%	27
2022 Q2	$418K	Buy	+8,492	New	+$459K	0.3%	28

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

Libra Wealth's VO Position: Q2 2026 in Review

Libra Wealth held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 10,708 shares worth $863K. The position accounts for 0.22% of the portfolio, ranked #33.

Libra Wealth first reported a position in VO in Q2 2022 and has held it in 17 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Libra Wealth held 10,708 shares of Vanguard Morningstar Mid-Cap ETF worth $863K as of Q2 2026.
Libra Wealth left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.22% of Libra Wealth's portfolio in Q2 2026, its #33 holding.
Libra Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Libra Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.