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Lowe Brockenbrough & Co’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Lowe Brockenbrough & Co’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 		$10.3M Sell
128,334
-2,930
-2% -$227K 0.46% 56
2026
Q1 		$9.42M Sell
131,264
-10,764
-8% -$800K 0.47% 56
2025
Q4 		$10.3M Sell
142,028
-4,404
-3% -$320K 0.51% 51
2025
Q3 		$10.8M Sell
146,432
-10,148
-6% -$729K 0.55% 47
2025
Q2 		$11M Sell
156,580
-6,596
-4% -$433K 0.62% 46
2025
Q1 		$10.6M Sell
163,176
-2,048
-1% -$137K 0.69% 47
2024
Q4 		$10.9M Sell
165,224
-5,272
-3% -$358K 0.7% 44
2024
Q3 		$11.2M Buy
170,496
+1,204
+0.7% +$75.6K 0.72% 43
2024
Q2 		$10.3M Sell
169,292
-14,700
-8% -$893K 0.68% 44
2024
Q1 		$11.5M Sell
183,992
-2,584
-1% -$153K 0.78% 40
2023
Q4 		$10.9M Buy
186,576
+19,052
+11% +$1.02M 0.84% 36
2023
Q3 		$8.72M Sell
167,524
-300
-0.2% -$16.5K 0.68% 47
2023
Q2 		$9.24M Buy
167,824
+4,212
+3% +$221K 0.7% 46
2023
Q1 		$8.63M Buy
163,612
+4,724
+3% +$251K 0.7% 46
2022
Q4 		$8.1M Buy
158,888
+23,764
+18% +$1.21M 0.7% 52
2022
Q3 		$6.35M Sell
135,124
-26,612
-16% -$1.39M 0.61% 53
2022
Q2 		$7.96M Buy
161,736
+43,524
+37% +$2.35M 0.7% 48
2022
Q1 		$7.03M Sell
118,212
-2,444
-2% -$143K 0.52% 58
2021
Q4 		$7.68M Buy
120,656
+6,536
+6% +$410K 0.56% 58
2021
Q3 		$6.75M Buy
114,120
+136
+0.1% +$8.22K 0.53% 64
2021
Q2 		$6.76M Sell
113,984
-848
-0.7% -$49.1K 0.61% 55
2021
Q1 		$6.35M Buy
114,832
+1,328
+1% +$72.1K 0.62% 55
2020
Q4 		$5.87M Buy
113,504
+5,512
+5% +$267K 0.64% 54
2020
Q3 		$4.76M Buy
107,992
+3,660
+4% +$159K 0.59% 58
2020
Q2 		$4.28M Buy
104,332
+93,496
+863% +$3.58M 0.57% 58
2020
Q1 		$357K Buy
+10,836
New +$449K 0.06% 173

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Lowe Brockenbrough & Co's VO Position: Q2 2026 in Review

Lowe Brockenbrough & Co reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.2% in Q2 2026, selling an estimated $227K and leaving 128,334 shares worth $10.3M. The position accounts for 0.46% of the portfolio, ranked #56.

Lowe Brockenbrough & Co first reported a position in VO in Q1 2020 and has held it in 26 quarters since. The position peaked at $11.5M in Q1 2024. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Lowe Brockenbrough & Co held 128,334 shares of Vanguard Morningstar Mid-Cap ETF worth $10.3M as of Q2 2026.
  • Lowe Brockenbrough & Co sold 2,930 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $227K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.46% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #56 holding.
  • Lowe Brockenbrough & Co first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • Lowe Brockenbrough & Co's Vanguard Morningstar Mid-Cap ETF position peaked at $11.5M in Q1 2024.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.