London Company of Virginia’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

London Company of Virginia’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	$123K	Buy	1,530 +1,222	+397%	+$94.7K	﹤0.01%	162
2026 Q1	$22.3K	Sell	308 -2,680	-90%	-$199K	﹤0.01%	164
2025 Q4	$217K	Buy	2,988 +2,772	+1,283%	+$202K	﹤0.01%	167
2025 Q3	$15.8K	Sell	216 -920	-81%	-$66.1K	﹤0.01%	172
2025 Q2	$79.5K	Sell	1,136 -44	-4%	-$2.89K	﹤0.01%	170
2025 Q1	$76.3K	Sell	1,180 -1,720	-59%	-$115K	﹤0.01%	171
2024 Q4	$192K	Buy	2,900 +2,792	+2,585%	+$190K	﹤0.01%	165
2024 Q3	$7.18K	Buy	108 +48	+80%	+$3.01K	﹤0.01%	168
2024 Q2	$3.71K	Buy	+60	New	+$3.65K	﹤0.01%	170
2024 Q1	–	Sell	-156	Closed	-$8.97K	–	171
2023 Q4	$8.97K	Buy	+156	New	+$8.34K	﹤0.01%	164
2023 Q2	–	Sell	-32	Closed	-$1.69K	–	168
2023 Q1	$1.69K	Sell	32 -388	-92%	-$20.6K	﹤0.01%	163
2022 Q4	$21.4K	Buy	+420	New	+$21.4K	﹤0.01%	166
2022 Q1	–	Sell	-4,112	Closed	-$262K	–	174
2021 Q4	$262K	Buy	+4,112	New	+$258K	﹤0.01%	160
2020 Q2	–	Sell	-444	Closed	-$15K	–	161
2020 Q1	$15K	Buy	+444	New	+$18.4K	﹤0.01%	161
2019 Q1	–	Sell	-4,060	Closed	-$140K	–	146
2018 Q4	$140K	Buy	+4,060	New	+$152K	﹤0.01%	143
2018 Q1	–	Sell	-23,864	Closed	-$923K	–	141
2017 Q4	$923K	Buy	+23,864	New	+$901K	0.01%	112
2017 Q2	–	Sell	-6,864	Closed	-$239K	–	138
2017 Q1	$239K	Sell	6,864 -5,984	-47%	-$206K	﹤0.01%	131
2016 Q4	$423K	Sell	12,848 -4,644	-27%	-$150K	﹤0.01%	114
2016 Q3	$566K	Buy	+17,492	New	+$561K	﹤0.01%	106

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

London Company of Virginia's VO Position: Q2 2026 in Review

London Company of Virginia increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 397% in Q2 2026, buying an estimated $94.7K and bringing the position to 1,530 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #162.

London Company of Virginia first reported a position in VO in Q3 2016 and has held it in 19 quarters since. The position peaked at $923K in Q4 2017. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

London Company of Virginia held 1,530 shares of Vanguard Morningstar Mid-Cap ETF worth $123K as of Q2 2026.
London Company of Virginia bought 1,222 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $94.7K.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of London Company of Virginia's portfolio in Q2 2026, its #162 holding.
London Company of Virginia first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2016 and has held it in 19 quarters since.
London Company of Virginia's Vanguard Morningstar Mid-Cap ETF position peaked at $923K in Q4 2017.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on London Company of Virginia's 13F filing for Q2 2026, filed 14 Aug 2026.