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Live Oak Private Wealth’s Vanguard 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
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

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

Live Oak Private Wealth's VO Position: Q1 2026 in Review

Live Oak Private Wealth held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 7,216 shares worth $518K. The position accounts for 0.07% of the portfolio, ranked #130.

Live Oak Private Wealth first reported a position in VO in Q2 2022 and has held it in 16 quarters since. The position peaked at $540K in Q2 2023. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Live Oak Private Wealth held 7,216 shares of Vanguard Mid-Cap ETF worth $518K as of Q1 2026.
  • Live Oak Private Wealth left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Mid-Cap ETF made up 0.07% of Live Oak Private Wealth's portfolio in Q1 2026, its #130 holding.
  • Live Oak Private Wealth first reported a position in Vanguard Mid-Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • Live Oak Private Wealth's Vanguard Mid-Cap ETF position peaked at $540K in Q2 2023.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.