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Litman Gregory Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Litman Gregory Wealth Management’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
2025
Q4 		$31.4M Sell
433,324
-2,544
-0.6% -$185K 2.3% 10
2025
Q3 		$32M Buy
435,868
+17,488
+4% +$1.26M 2.38% 10
2025
Q2 		$29.3M Buy
418,380
+268,352
+179% +$17.6M 2.3% 10
2025
Q1 		$9.7M Buy
150,028
+137,704
+1,117% +$9.24M 0.83% 30
2024
Q4 		$814K Hold
12,324
– – 0.07% 73
2024
Q3 		$813K Hold
12,324
– – 0.07% 76
2024
Q2 		$746K Buy
12,324
+212
+2% +$12.9K 0.07% 76
2024
Q1 		$757K Buy
12,112
+1,080
+10% +$63.8K 0.07% 78
2023
Q4 		$642K Buy
11,032
+996
+10% +$53.2K 0.06% 78
2023
Q3 		$522K Hold
10,036
– – 0.05% 85
2023
Q2 		$552K Buy
+10,036
New +$526K 0.07% 55
2023
Q1 		– Sell
-9,872
Closed -$503K – 102
2022
Q4 		$503K Buy
9,872
+644
+7% +$32.8K 0.07% 57
2022
Q3 		$434K Buy
9,228
+964
+12% +$50.4K 0.07% 53
2022
Q2 		$407K Buy
+8,264
New +$447K 0.06% 65
2021
Q2 		– Sell
-56
Closed -$3K – 184
2021
Q1 		$3K Hold
56
– – ﹤0.01% 179
2020
Q4 		$3K Hold
56
– – ﹤0.01% 180
2020
Q3 		$2K Hold
56
– – ﹤0.01% 198
2020
Q2 		$2K Hold
56
– – ﹤0.01% 164
2020
Q1 		$2K Sell
56
-1,660
-97% -$68.7K ﹤0.01% 156
2019
Q4 		$76K Buy
1,716
+1,692
+7,050% +$72.7K 0.02% 83
2019
Q3 		$1K Sell
24
-20
-45% -$836 ﹤0.01% 216
2019
Q2 		$2K Buy
+44
New +$1.8K ﹤0.01% 224

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Litman Gregory Wealth Management's VO Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.58% in Q4 2025, selling an estimated $185K and leaving 433,324 shares worth $31.4M. The position accounts for 2.3% of the portfolio, ranked #10.

Litman Gregory Wealth Management first reported a position in VO in Q2 2019 and has held it in 22 quarters since. The position peaked at $32M in Q3 2025. 2,372 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • Litman Gregory Wealth Management held 433,324 shares of Vanguard Morningstar Mid-Cap ETF worth $31.4M as of Q4 2025.
  • Litman Gregory Wealth Management sold 2,544 Vanguard Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $185K.
  • Vanguard Morningstar Mid-Cap ETF made up 2.3% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #10 holding.
  • Litman Gregory Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2019 and has held it in 22 quarters since.
  • Litman Gregory Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $32M in Q3 2025.
  • 2,372 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.