Lynx Investment Advisory’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Lynx Investment Advisory’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	$2.9M	Buy	35,955 +31,499	+707%	+$2.44M	0.95%	30
2026 Q1	$320K	Buy	+4,456	New	+$331K	0.15%	137
2024 Q3	–	Sell	-1,520	Closed	-$92K	–	757
2024 Q2	$92K	Buy	+1,520	New	+$92.4K	0.07%	187

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

Lynx Investment Advisory's VO Position: Q2 2026 in Review

Lynx Investment Advisory increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 707% in Q2 2026, buying an estimated $2.44M and bringing the position to 35,955 shares worth $2.9M. The position accounts for 0.95% of the portfolio, ranked #30.

Lynx Investment Advisory first reported a position in VO in Q2 2024 and has held it in 3 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Lynx Investment Advisory held 35,955 shares of Vanguard Morningstar Mid-Cap ETF worth $2.9M as of Q2 2026.
Lynx Investment Advisory bought 31,499 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.44M.
Vanguard Morningstar Mid-Cap ETF made up 0.95% of Lynx Investment Advisory's portfolio in Q2 2026, its #30 holding.
Lynx Investment Advisory first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 3 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.