Lifeworks Advisors’s Vanguard Morningstar 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 Q2	$939K	Buy	11,651 +1,979	+20%	+$153K	0.1%	138
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

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

Lifeworks Advisors's VO Position: Q2 2026 in Review

Lifeworks Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 20% in Q2 2026, buying an estimated $153K and bringing the position to 11,651 shares worth $939K. The position accounts for 0.1% of the portfolio, ranked #138.

Lifeworks Advisors first reported a position in VO in Q2 2024 and has held it in 9 quarters since. 2,485 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Lifeworks Advisors held 11,651 shares of Vanguard Morningstar Mid-Cap ETF worth $939K as of Q2 2026.
Lifeworks Advisors bought 1,979 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $153K.
Vanguard Morningstar Mid-Cap ETF made up 0.1% of Lifeworks Advisors's portfolio in Q2 2026, its #138 holding.
Lifeworks Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
2,485 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.