LRI Investments’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

LRI Investments’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	$59.6K	Hold	740	–	–	﹤0.01%	530
2026 Q1	$53.1K	Hold	740	–	–	﹤0.01%	509
2025 Q4	$53.7K	Hold	740	–	–	﹤0.01%	533
2025 Q3	$54.3K	Sell	740 -8	-1%	-$575	﹤0.01%	539
2025 Q2	$52.3K	Hold	748	–	–	﹤0.01%	545
2025 Q1	$48.4K	Buy	748 +8	+1%	+$537	﹤0.01%	536
2024 Q4	$48.9K	Hold	740	–	–	﹤0.01%	528
2024 Q3	$50.7K	Hold	740	–	–	﹤0.01%	506
2024 Q2	$44.8K	Hold	740	–	–	0.01%	488
2024 Q1	$46.2K	Buy	+740	New	+$43.7K	0.01%	276

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

LRI Investments's VO Position: Q2 2026 in Review

LRI Investments held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 740 shares worth $59.6K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

LRI Investments first reported a position in VO in Q1 2024 and has held it in 10 quarters since. 2,491 funds tracked by Wall St. Rank hold VO as of Q2 2026.

LRI Investments held 740 shares of Vanguard Morningstar Mid-Cap ETF worth $59.6K as of Q2 2026.
LRI Investments left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #530 holding.
LRI Investments first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
2,491 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.