LWM
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Lodestone Wealth Management’s Vanguard 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
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% -$3.35K 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

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Lodestone Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 0.18% in Q2 2026, buying an estimated $1.16K and bringing the position to 8,375 shares worth $675K. The position accounts for 0.24% of the portfolio, ranked #95.

Lodestone Wealth Management first reported a position in VO in Q4 2022 and has held it in 15 quarters since. 1,140 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Lodestone Wealth Management held 8,375 shares of Vanguard Mid-Cap ETF worth $675K as of Q2 2026.
  • Lodestone Wealth Management bought 15 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $1.16K.
  • Vanguard Mid-Cap ETF made up 0.24% of Lodestone Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Lodestone Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,140 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.