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

LifeGoal Wealth 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 		$208K Buy
+2,578
New +$200K 0.1% 147

Other funds holding VO

JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

LifeGoal Wealth Advisors's VO Position: Q2 2026 in Review

LifeGoal Wealth Advisors opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 2,578 shares worth $208K. The stake represents 0.1% of the portfolio and ranks #147 among its holdings.

1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • LifeGoal Wealth Advisors held 2,578 shares of Vanguard Morningstar Mid-Cap ETF worth $208K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF was a new LifeGoal Wealth Advisors position in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.1% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #147 holding.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.