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Lowery Thomas LLC’s Vanguard 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
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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Lowery Thomas LLC's VO Position: Q1 2026 in Review

Lowery Thomas LLC reduced its Vanguard Mid-Cap ETF (VO) stake by 4.9% in Q1 2026, selling an estimated $14K and leaving 3,648 shares worth $262K. The position accounts for 0.15% of the portfolio, ranked #52.

Lowery Thomas LLC first reported a position in VO in Q4 2021 and has held it in 18 quarters since. The position peaked at $456K in Q3 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Lowery Thomas LLC held 3,648 shares of Vanguard Mid-Cap ETF worth $262K as of Q1 2026.
  • Lowery Thomas LLC sold 188 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $14K.
  • Vanguard Mid-Cap ETF made up 0.15% of Lowery Thomas LLC's portfolio in Q1 2026, its #52 holding.
  • Lowery Thomas LLC first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Lowery Thomas LLC's Vanguard Mid-Cap ETF position peaked at $456K in Q3 2025.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Lowery Thomas LLC's 13F filing for Q1 2026, filed 13 May 2026.