Lodestar Private Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Lodestar Private Asset 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	$3.04M	Buy	37,727 +1,699	+5%	+$132K	0.26%	64
2026 Q1	$2.59M	Buy	36,028 +1,344	+4%	+$99.9K	0.26%	67
2025 Q4	$2.52M	Buy	34,684 +1,400	+4%	+$102K	0.25%	69
2025 Q3	$2.44M	Buy	33,284 +976	+3%	+$70.1K	0.26%	69
2025 Q2	$2.26M	Sell	32,308 -140	-0.4%	-$9.19K	0.26%	68
2025 Q1	$2.1M	Buy	32,448 +2,988	+10%	+$201K	0.26%	67
2024 Q4	$1.95M	Sell	29,460 -212	-0.7%	-$14.4K	0.24%	71
2024 Q3	$1.96M	Buy	29,672 +724	+3%	+$45.5K	0.25%	74
2024 Q2	$1.75M	Buy	28,948 +380	+1%	+$23.1K	0.24%	76
2024 Q1	$1.78M	Sell	28,568 -396	-1%	-$23.4K	0.25%	74
2023 Q4	$1.68M	Buy	28,964 +2,548	+10%	+$136K	0.26%	75
2023 Q3	$1.38M	Sell	26,416 -2,552	-9%	-$140K	0.24%	75
2023 Q2	$1.59M	Sell	28,968 -1,316	-4%	-$69K	0.27%	69
2023 Q1	$1.6M	Sell	30,284 -5,248	-15%	-$279K	0.29%	69
2022 Q4	$1.81M	Buy	+35,532	New	+$1.81M	0.35%	64

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

Lodestar Private Asset Management's VO Position: Q2 2026 in Review

Lodestar Private Asset Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.7% in Q2 2026, buying an estimated $132K and bringing the position to 37,727 shares worth $3.04M. The position accounts for 0.26% of the portfolio, ranked #64.

Lodestar Private Asset Management first reported a position in VO in Q4 2022 and has held it in 15 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Lodestar Private Asset Management held 37,727 shares of Vanguard Morningstar Mid-Cap ETF worth $3.04M as of Q2 2026.
Lodestar Private Asset Management bought 1,699 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $132K.
Vanguard Morningstar Mid-Cap ETF made up 0.26% of Lodestar Private Asset Management's portfolio in Q2 2026, its #64 holding.
Lodestar Private Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.