Lugano Financial Advisors SA (LFA)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$285K	Buy	3,540 +340	+11%	+$26.4K	0.17%	65
2026 Q1	$57.4K	Hold	3,200	–	–	0.03%	138
2025 Q4	$232K	Hold	3,200	–	–	0.12%	76
2025 Q3	$235K	Hold	3,200	–	–	0.12%	71
2025 Q2	$224K	Hold	3,200	–	–	0.13%	69
2025 Q1	$207K	Hold	3,200	–	–	0.14%	68
2024 Q4	$211K	Hold	3,200	–	–	0.14%	67
2024 Q3	$211K	Hold	3,200	–	–	0.14%	71
2024 Q2	$194K	Hold	3,200	–	–	0.15%	65
2024 Q1	$200K	Buy	3,200 +1,600	+100%	+$94.6K	0.15%	65
2023 Q4	$93.1K	Sell	1,600 -1,600	-50%	-$85.5K	0.07%	94
2023 Q3	$167K	Sell	3,200 -1,600	-33%	-$87.7K	0.14%	60
2023 Q2	$264K	Buy	+4,800	New	+$252K	0.18%	63

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

Lugano Financial Advisors SA (LFA)'s VO Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 11% in Q2 2026, buying an estimated $26.4K and bringing the position to 3,540 shares worth $285K. The position accounts for 0.17% of the portfolio, ranked #65.

Lugano Financial Advisors SA (LFA) first reported a position in VO in Q2 2023 and has held it in 13 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 3,540 shares of Vanguard Morningstar Mid-Cap ETF worth $285K as of Q2 2026.
Lugano Financial Advisors SA (LFA) bought 340 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $26.4K.
Vanguard Morningstar Mid-Cap ETF made up 0.17% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #65 holding.
Lugano Financial Advisors SA (LFA) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.