Lodestone Wealth Management
VO icon

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

Lodestone 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
Q3 		$658K Buy
8,394
+19
+0.2% +$1.54K 0.22% 96
2026
Q2 		$675K Buy
8,375
+15
+0.2% +$1.16K 0.24% 95
2026
Q1 		$600K Buy
8,360
+20
+0.2% +$1.49K 0.24% 94
2025
Q4 		$605K Buy
8,340
+40
+0.5% +$2.91K 0.25% 91
2025
Q3 		$610K Buy
8,300
+20
+0.2% +$1.44K 0.27% 88
2025
Q2 		$579K Hold
8,280
– – 0.28% 87
2025
Q1 		$535K Buy
8,280
+24
+0.3% +$1.61K 0.28% 81
2024
Q4 		$545K Buy
8,256
+20
+0.2% +$1.36K 0.27% 85
2024
Q3 		$543K Sell
8,236
-668
-8% -$41.9K 0.27% 83
2024
Q2 		$539K Sell
8,904
-92
-1% -$5.59K 0.28% 84
2024
Q1 		$562K Sell
8,996
-64
-0.7% -$3.78K 0.29% 79
2023
Q4 		$527K Buy
9,060
+4,936
+120% +$264K 0.3% 76
2023
Q3 		$215K Sell
4,124
-1,112
-21% -$61K 0.15% 124
2023
Q2 		$288K Sell
5,236
-64
-1% -$3.36K 0.2% 112
2023
Q1 		$279K Sell
5,300
-60
-1% -$3.19K 0.22% 109
2022
Q4 		$273K Buy
+5,360
New +$273K 0.22% 101

Other funds holding VO

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Lodestone Wealth Management's VO Position: Q3 2026 in Review

Lodestone Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.23% in Q3 2026, buying an estimated $1.54K and bringing the position to 8,394 shares worth $658K. The position accounts for 0.22% of the portfolio, ranked #96.

Lodestone Wealth Management first reported a position in VO in Q4 2022 and has held it in 16 quarters since. The position peaked at $675K in Q2 2026. 1,330 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Lodestone Wealth Management held 8,394 shares of Vanguard Morningstar Mid-Cap ETF worth $658K as of Q3 2026.
  • Lodestone Wealth Management bought 19 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $1.54K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.22% of Lodestone Wealth Management's portfolio in Q3 2026, its #96 holding.
  • Lodestone Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $675K in Q2 2026.
  • 1,330 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.