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LifeSteps Financial’s Vanguard Mid-Cap ETF VO Stock Holding History

LifeSteps Financial’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 		$74.8K Buy
+928
New +$71.9K 0.03% 176
2024
Q2 		– Sell
-992
Closed -$61.9K – 405
2024
Q1 		$61.9K Buy
+992
New +$58.6K 0.05% 140

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

LifeSteps Financial's VO Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Vanguard Mid-Cap ETF (VO) in Q2 2026: 928 shares worth $74.8K. The stake represents 0.03% of the portfolio and ranks #176 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in VO as recently as Q1 2024.

LifeSteps Financial first reported a position in VO in Q1 2024 and has held it in 2 quarters since. 727 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • LifeSteps Financial held 928 shares of Vanguard Mid-Cap ETF worth $74.8K as of Q2 2026.
  • Vanguard Mid-Cap ETF was a new LifeSteps Financial position in Q2 2026.
  • Vanguard Mid-Cap ETF made up 0.03% of LifeSteps Financial's portfolio in Q2 2026, its #176 holding.
  • LifeSteps Financial first reported a position in Vanguard Mid-Cap ETF in Q1 2024 and has held it in 2 quarters since.
  • 727 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.