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

LPWM 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 		– Sell
-3,264
Closed -$237K – 97
2025
Q4 		$237K Buy
3,264
+52
+2% +$3.78K 0.06% 82
2025
Q3 		$236K Buy
3,212
+280
+10% +$20.1K 0.06% 79
2025
Q2 		$205K Buy
+2,932
New +$192K 0.06% 82

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPWM LLC's VO Position: Q1 2026 in Review

LPWM LLC sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026, closing a stake of 3,264 shares — an estimated $237K sold.

LPWM LLC first reported a position in VO in Q2 2025 and held it in 3 quarters. The position peaked at $237K in Q4 2025. 2,404 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • LPWM LLC reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • LPWM LLC sold 3,264 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $237K.
  • LPWM LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and held it in 3 quarters.
  • LPWM LLC's Vanguard Morningstar Mid-Cap ETF position peaked at $237K in Q4 2025.
  • 2,404 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on LPWM LLC's 13F filing for Q1 2026, filed 9 Apr 2026.