Lyell Wealth Management’s Vanguard Morningstar 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
Q3 | $912K | Buy |
11,632
+4,000
| +52% | +$325K | 0.05% | 132 |
|
|
2026
Q2 | $615K | Hold |
7,632
| – | – | 0.04% | 151 |
|
|
2026
Q1 | $548K | Hold |
7,632
| – | – | 0.04% | 147 |
|
|
2025
Q4 | $554K | Hold |
7,632
| – | – | 0.04% | 144 |
|
|
2025
Q3 | $560K | Hold |
7,632
| – | – | 0.04% | 145 |
|
|
2025
Q2 | $534K | Sell |
7,632
-596
| -7% | -$39.1K | 0.04% | 146 |
|
|
2025
Q1 | $532K | Hold |
8,228
| – | – | 0.05% | 142 |
|
|
2024
Q4 | $543K | Hold |
8,228
| – | – | 0.05% | 140 |
|
|
2024
Q3 | $543K | Hold |
8,228
| – | – | 0.05% | 140 |
|
|
2024
Q2 | $498K | Sell |
8,228
-160
| -2% | -$9.7K | 0.05% | 139 |
|
|
2024
Q1 | $524K | Hold |
8,388
| – | – | 0.05% | 135 |
|
|
2023
Q4 | $488K | Sell |
8,388
-400
| -5% | -$21.4K | 0.06% | 138 |
|
|
2023
Q3 | $458K | Hold |
8,788
| – | – | 0.06% | 128 |
|
|
2023
Q2 | $484K | Hold |
8,788
| – | – | 0.06% | 135 |
|
|
2023
Q1 | $463K | Buy |
8,788
+596
| +7% | +$31.7K | 0.06% | 142 |
|
|
2022
Q4 | $417K | Hold |
8,192
| – | – | 0.07% | 144 |
|
|
2022
Q3 | $385K | Hold |
8,192
| – | – | 0.07% | 143 |
|
|
2022
Q2 | $403K | Hold |
8,192
| – | – | 0.07% | 144 |
|
|
2022
Q1 | $487K | Hold |
8,192
| – | – | 0.06% | 139 |
|
|
2021
Q4 | $522K | Hold |
8,192
| – | – | 0.06% | 133 |
|
|
2021
Q3 | $485K | Hold |
8,192
| – | – | 0.06% | 132 |
|
|
2021
Q2 | $486K | Buy |
8,192
+1,084
| +15% | +$62.8K | 0.06% | 138 |
|
|
2021
Q1 | $393K | Hold |
7,108
| – | – | 0.06% | 139 |
|
|
2020
Q4 | $367K | Buy |
7,108
+1,368
| +24% | +$66.2K | 0.06% | 128 |
|
|
2020
Q3 | $253K | Hold |
5,740
| – | – | 0.05% | 118 |
|
|
2020
Q2 | $235K | Sell |
5,740
-472
| -8% | -$18.1K | 0.05% | 113 |
|
|
2020
Q1 | $204K | Buy |
6,212
+612
| +11% | +$25.3K | 0.06% | 116 |
|
|
2019
Q4 | $249K | Hold |
5,600
| – | – | 0.07% | 116 |
|
|
2019
Q3 | $235K | Hold |
5,600
| – | – | 0.07% | 109 |
|
|
2019
Q2 | $235K | Hold |
5,600
| – | – | 0.07% | 114 |
|
|
2019
Q1 | $226K | Buy |
+5,600
| New | +$215K | 0.08% | 111 |
|
|
2018
Q4 | – | Sell |
-5,600
| Closed | -$231K | – | 119 |
|
|
2018
Q3 | $231K | Hold |
5,600
| – | – | 0.08% | 107 |
|
|
2018
Q2 | $221K | Hold |
5,600
| – | – | 0.08% | 102 |
|
|
2018
Q1 | $216K | Hold |
5,600
| – | – | 0.08% | 102 |
|
|
2017
Q4 | $217K | Hold |
5,600
| – | – | 0.09% | 104 |
|
|
2017
Q3 | $207K | Hold |
5,600
| – | – | 0.09% | 103 |
|
|
2017
Q2 | $200K | Buy |
+5,600
| New | +$198K | 0.1% | 98 |
|
Other funds holding VO
Lyell Wealth Management's VO Position: Q3 2026 in Review
Lyell Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 52% in Q3 2026, buying an estimated $325K and bringing the position to 11,632 shares worth $912K. The position accounts for 0.05% of the portfolio, ranked #132.
Lyell Wealth Management first reported a position in VO in Q2 2017 and has held it in 37 quarters since. 1,850 funds tracked by Wall St. Rank hold VO as of Q3 2026.
- Lyell Wealth Management held 11,632 shares of Vanguard Morningstar Mid-Cap ETF worth $912K as of Q3 2026.
- Lyell Wealth Management bought 4,000 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $325K.
- Vanguard Morningstar Mid-Cap ETF made up 0.05% of Lyell Wealth Management's portfolio in Q3 2026, its #132 holding.
- Lyell Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2017 and has held it in 37 quarters since.
- 1,850 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.
Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.