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

LJI 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
2026 Q2	$1.48M	Sell	18,317 -303	-2%	-$23.5K	0.21%	53
2026 Q1	$1.34M	Buy	18,620 +520	+3%	+$38.6K	0.21%	49
2025 Q4	$1.31M	Sell	18,100 -500	-3%	-$36.4K	0.2%	54
2025 Q3	$1.37M	Sell	18,600 -2,768	-13%	-$199K	0.24%	41
2025 Q2	$1.49M	Buy	21,368 +9,332	+78%	+$613K	0.26%	44
2025 Q1	$778K	Buy	12,036 +1,616	+16%	+$108K	0.16%	60
2024 Q4	$688K	Sell	10,420 -4,428	-30%	-$301K	0.14%	67
2024 Q3	$979K	Sell	14,848 -324	-2%	-$20.3K	0.2%	54
2024 Q2	$918K	Buy	15,172 +256	+2%	+$15.6K	0.2%	57
2024 Q1	$932K	Buy	14,916 +868	+6%	+$51.3K	0.24%	44
2023 Q4	$817K	Buy	14,048 +9,216	+191%	+$492K	0.21%	54
2023 Q3	$252K	Buy	4,832 +860	+22%	+$47.2K	0.07%	139
2023 Q2	$219K	Buy	+3,972	New	+$208K	0.06%	146

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

LJI Wealth Management's VO Position: Q2 2026 in Review

LJI Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.6% in Q2 2026, selling an estimated $23.5K and leaving 18,317 shares worth $1.48M. The position accounts for 0.21% of the portfolio, ranked #53.

LJI Wealth Management first reported a position in VO in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.49M in Q2 2025. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

LJI Wealth Management held 18,317 shares of Vanguard Morningstar Mid-Cap ETF worth $1.48M as of Q2 2026.
LJI Wealth Management sold 303 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $23.5K.
Vanguard Morningstar Mid-Cap ETF made up 0.21% of LJI Wealth Management's portfolio in Q2 2026, its #53 holding.
LJI Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
LJI Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $1.49M in Q2 2025.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.