Luminvest Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Luminvest Wealth Management’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	$696K	Sell	8,633 -1,355	-14%	-$105K	0.16%	32
2026 Q1	$678K	Buy	9,988 +2,668	+36%	+$198K	0.18%	28
2025 Q4	$531K	Buy	7,320 +4,444	+155%	+$323K	0.15%	32
2025 Q3	$211K	Hold	2,876	–	–	0.07%	45
2025 Q2	$203K	Buy	+2,876	New	+$189K	0.07%	40

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

Luminvest Wealth Management's VO Position: Q2 2026 in Review

Luminvest Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 14% in Q2 2026, selling an estimated $105K and leaving 8,633 shares worth $696K. The position accounts for 0.16% of the portfolio, ranked #32.

Luminvest Wealth Management first reported a position in VO in Q2 2025 and has held it in 5 quarters since. 2,483 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Luminvest Wealth Management held 8,633 shares of Vanguard Morningstar Mid-Cap ETF worth $696K as of Q2 2026.
Luminvest Wealth Management sold 1,355 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $105K.
Vanguard Morningstar Mid-Cap ETF made up 0.16% of Luminvest Wealth Management's portfolio in Q2 2026, its #32 holding.
Luminvest Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
2,483 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Luminvest Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.