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

Lifeworks 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
Q1 		$694K Sell
9,672
-3,220
-25% -$239K 0.09% 160
2025
Q4 		$936K Buy
12,892
+3,440
+36% +$250K 0.12% 147
2025
Q3 		$694K Buy
9,452
+1,368
+17% +$98.2K 0.09% 169
2025
Q2 		$565K Sell
8,084
-380
-4% -$24.9K 0.08% 176
2025
Q1 		$547K Buy
8,464
+1,880
+29% +$126K 0.09% 174
2024
Q4 		$435K Buy
6,584
+104
+2% +$7.06K 0.08% 187
2024
Q3 		$427K Buy
6,480
+1,108
+21% +$69.6K 0.08% 182
2024
Q2 		$325K Buy
+5,372
New +$326K 0.09% 169

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Lifeworks Advisors's VO Position: Q1 2026 in Review

Lifeworks Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 25% in Q1 2026, selling an estimated $239K and leaving 9,672 shares worth $694K. The position accounts for 0.09% of the portfolio, ranked #160.

Lifeworks Advisors first reported a position in VO in Q2 2024 and has held it in 8 quarters since. The position peaked at $936K in Q4 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Lifeworks Advisors held 9,672 shares of Vanguard Mid-Cap ETF worth $694K as of Q1 2026.
  • Lifeworks Advisors sold 3,220 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $239K.
  • Vanguard Mid-Cap ETF made up 0.09% of Lifeworks Advisors's portfolio in Q1 2026, its #160 holding.
  • Lifeworks Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2024 and has held it in 8 quarters since.
  • Lifeworks Advisors's Vanguard Mid-Cap ETF position peaked at $936K in Q4 2025.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.