Lutz Financial Services’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.12M | Sell |
15,632
-64
| -0.4% | -$4.75K | 0.08% | 59 |
|
|
2025
Q4 | $1.14M | Sell |
15,696
-356
| -2% | -$25.9K | 0.08% | 62 |
|
|
2025
Q3 | $1.18M | Buy |
16,052
+36
| +0.2% | +$2.58K | 0.09% | 59 |
|
|
2025
Q2 | $1.12M | Hold |
16,016
| – | – | 0.09% | 59 |
|
|
2025
Q1 | $1.04M | Sell |
16,016
-3,876
| -19% | -$260K | 0.08% | 59 |
|
|
2024
Q4 | $1.31M | Buy |
19,892
+2,248
| +13% | +$153K | 0.11% | 56 |
|
|
2024
Q3 | $1.16M | Sell |
17,644
-100
| -0.6% | -$6.28K | 0.09% | 57 |
|
|
2024
Q2 | $1.07M | Sell |
17,744
-104
| -0.6% | -$6.32K | 0.09% | 56 |
|
|
2024
Q1 | $1.11M | Sell |
17,848
-144
| -0.8% | -$8.51K | 0.1% | 55 |
|
|
2023
Q4 | $1.05M | Buy |
17,992
+2,624
| +17% | +$140K | 0.1% | 56 |
|
|
2023
Q3 | $800K | Sell |
15,368
-12
| -0.1% | -$658 | 0.09% | 56 |
|
|
2023
Q2 | $847K | Sell |
15,380
-1,200
| -7% | -$62.9K | 0.09% | 57 |
|
|
2023
Q1 | $874K | Sell |
16,580
-304
| -2% | -$16.2K | 0.1% | 55 |
|
|
2022
Q4 | $860K | Buy |
16,884
+12
| +0.1% | +$611 | 0.11% | 55 |
|
|
2022
Q3 | $793K | Buy |
16,872
+8
| +0% | +$418 | 0.11% | 50 |
|
|
2022
Q2 | $830K | Buy |
16,864
+5,112
| +43% | +$276K | 0.11% | 49 |
|
|
2022
Q1 | $699K | Buy |
11,752
+8
| +0.1% | +$469 | 0.09% | 49 |
|
|
2021
Q4 | $748K | Sell |
11,744
-2,044
| -15% | -$128K | 0.09% | 49 |
|
|
2021
Q3 | $816K | Sell |
13,788
-320
| -2% | -$19.3K | 0.11% | 49 |
|
|
2021
Q2 | $837K | Sell |
14,108
-272
| -2% | -$15.8K | 0.11% | 48 |
|
|
2021
Q1 | $796K | Sell |
14,380
-244
| -2% | -$13.2K | 0.12% | 44 |
|
|
2020
Q4 | $756K | Sell |
14,624
-220
| -1% | -$10.7K | 0.12% | 45 |
|
|
2020
Q3 | $654K | Sell |
14,844
-568
| -4% | -$24.8K | 0.13% | 48 |
|
|
2020
Q2 | $632K | Sell |
15,412
-38,340
| -71% | -$1.47M | 0.13% | 47 |
|
|
2020
Q1 | $1.77M | Sell |
53,752
-1,256
| -2% | -$52K | 0.39% | 39 |
|
|
2019
Q4 | $2.45M | Buy |
55,008
+176
| +0.3% | +$7.56K | 0.44% | 38 |
|
|
2019
Q3 | $2.3M | Sell |
54,832
-348
| -0.6% | -$14.5K | 0.44% | 38 |
|
|
2019
Q2 | $2.31M | Sell |
55,180
-956
| -2% | -$39.1K | 0.45% | 35 |
|
|
2019
Q1 | $2.26M | Buy |
56,136
+2,040
| +4% | +$78.5K | 0.46% | 30 |
|
|
2018
Q4 | $1.87M | Buy |
54,096
+41,876
| +343% | +$1.57M | 0.42% | 35 |
|
|
2018
Q3 | $502K | Sell |
12,220
-664
| -5% | -$27.1K | 0.11% | 43 |
|
|
2018
Q2 | $508K | Hold |
12,884
| – | – | 0.14% | 34 |
|
|
2018
Q1 | $497K | Buy |
12,884
+412
| +3% | +$16.2K | 0.15% | 34 |
|
|
2017
Q4 | $483K | Buy |
+12,472
| New | +$471K | 0.14% | 37 |
|
Other funds holding VO
Lutz Financial Services's VO Position: Q1 2026 in Review
Lutz Financial Services reduced its Vanguard Mid-Cap ETF (VO) stake by 0.41% in Q1 2026, selling an estimated $4.75K and leaving 15,632 shares worth $1.12M. The position accounts for 0.08% of the portfolio, ranked #59.
Lutz Financial Services first reported a position in VO in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.45M in Q4 2019. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- Lutz Financial Services held 15,632 shares of Vanguard Mid-Cap ETF worth $1.12M as of Q1 2026.
- Lutz Financial Services sold 64 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $4.75K.
- Vanguard Mid-Cap ETF made up 0.08% of Lutz Financial Services's portfolio in Q1 2026, its #59 holding.
- Lutz Financial Services first reported a position in Vanguard Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- Lutz Financial Services's Vanguard Mid-Cap ETF position peaked at $2.45M in Q4 2019.
- 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.