Live Oak Private Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Live Oak Private Wealth’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 Q3	$566K	Hold	7,216	–	–	0.07%	133
2026 Q2	$581K	Hold	7,216	–	–	0.07%	135
2026 Q1	$518K	Hold	7,216	–	–	0.07%	130
2025 Q4	$524K	Hold	7,216	–	–	0.07%	127
2025 Q3	$530K	Buy	7,216 +20	+0.3%	+$1.44K	0.07%	127
2025 Q2	$503K	Hold	7,196	–	–	0.08%	130
2025 Q1	$465K	Buy	7,196 +36	+0.5%	+$2.42K	0.08%	130
2024 Q4	$473K	Buy	7,160 +1,340	+23%	+$91K	0.08%	126
2024 Q3	$384K	Hold	5,820	–	–	0.06%	129
2024 Q2	$352K	Sell	5,820 -800	-12%	-$48.6K	0.06%	130
2024 Q1	$414K	Sell	6,620 -2,128	-24%	-$126K	0.07%	120
2023 Q4	$509K	Hold	8,748	–	–	0.1%	107
2023 Q3	$455K	Sell	8,748 -1,064	-11%	-$58.4K	0.1%	105
2023 Q2	$540K	Buy	9,812 +1,744	+22%	+$91.4K	0.11%	103
2023 Q1	$425K	Buy	8,068 +2,908	+56%	+$155K	0.09%	116
2022 Q4	$263K	Buy	5,160 +4	+0.1%	+$204	0.05%	145
2022 Q3	$242K	Sell	5,156 -376	-7%	-$19.6K	0.05%	145
2022 Q2	$272K	Buy	+5,532	New	+$299K	0.06%	145

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Live Oak Private Wealth's VO Position: Q3 2026 in Review

Live Oak Private Wealth held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 7,216 shares worth $566K. The position accounts for 0.07% of the portfolio, ranked #133.

Live Oak Private Wealth first reported a position in VO in Q2 2022 and has held it in 18 quarters since. The position peaked at $581K in Q2 2026. 2,270 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Live Oak Private Wealth held 7,216 shares of Vanguard Morningstar Mid-Cap ETF worth $566K as of Q3 2026.
Live Oak Private Wealth left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.07% of Live Oak Private Wealth's portfolio in Q3 2026, its #133 holding.
Live Oak Private Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2022 and has held it in 18 quarters since.
Live Oak Private Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $581K in Q2 2026.
2,270 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Live Oak Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.