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Lowery Thomas LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Lowery Thomas LLC’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 		$216K Sell
2,677
-971
-27% -$75.3K 0.11% 57
2026
Q1 		$262K Sell
3,648
-188
-5% -$14K 0.15% 52
2025
Q4 		$278K Sell
3,836
-2,368
-38% -$172K 0.16% 50
2025
Q3 		$456K Sell
6,204
-60
-1% -$4.31K 0.26% 46
2025
Q2 		$438K Buy
6,264
+676
+12% +$44.4K 0.28% 45
2025
Q1 		$361K Buy
5,588
+28
+0.5% +$1.88K 0.25% 46
2024
Q4 		$367K Buy
5,560
+20
+0.4% +$1.36K 0.24% 48
2024
Q3 		$365K Buy
5,540
+44
+0.8% +$2.76K 0.25% 47
2024
Q2 		$333K Hold
5,496
– – 0.24% 43
2024
Q1 		$343K Buy
5,496
+20
+0.4% +$1.18K 0.26% 42
2023
Q4 		$318K Sell
5,476
-12
-0.2% -$641 0.27% 42
2023
Q3 		$286K Buy
5,488
+20
+0.4% +$1.1K 0.27% 44
2023
Q2 		$301K Buy
5,468
+20
+0.4% +$1.05K 0.3% 41
2023
Q1 		$287K Sell
5,448
-180
-3% -$9.58K 0.32% 38
2022
Q4 		$287K Buy
5,628
+32
+0.6% +$1.63K 0.34% 33
2022
Q3 		$264K Buy
5,596
+24
+0.4% +$1.25K 0.31% 37
2022
Q2 		$274K Sell
5,572
-384
-6% -$20.7K 0.26% 40
2022
Q1 		$354K Buy
5,956
+20
+0.3% +$1.17K 0.27% 43
2021
Q4 		$378K Buy
+5,936
New +$372K 0.26% 42

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

Lowery Thomas LLC's VO Position: Q2 2026 in Review

Lowery Thomas LLC reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 27% in Q2 2026, selling an estimated $75.3K and leaving 2,677 shares worth $216K. The position accounts for 0.11% of the portfolio, ranked #57.

Lowery Thomas LLC first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $456K in Q3 2025. 2,486 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Lowery Thomas LLC held 2,677 shares of Vanguard Morningstar Mid-Cap ETF worth $216K as of Q2 2026.
  • Lowery Thomas LLC sold 971 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $75.3K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.11% of Lowery Thomas LLC's portfolio in Q2 2026, its #57 holding.
  • Lowery Thomas LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Lowery Thomas LLC's Vanguard Morningstar Mid-Cap ETF position peaked at $456K in Q3 2025.
  • 2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Lowery Thomas LLC's 13F filing for Q2 2026, filed 29 Jul 2026.