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MB, Levis & Associates’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

MB, Levis & Associates’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 		$132K Buy
1,638
+6
+0.4% +$465 0.05% 76
2026
Q1 		$117K Buy
1,632
+4
+0.2% +$297 0.05% 73
2025
Q4 		$118K Sell
1,628
-328
-17% -$23.9K 0.05% 74
2025
Q3 		$144K Buy
1,956
+8
+0.4% +$575 0.06% 65
2025
Q2 		$136K Sell
1,948
-56
-3% -$3.68K 0.06% 78
2025
Q1 		$130K Buy
2,004
+12
+0.6% +$805 0.06% 76
2024
Q4 		$132K Buy
1,992
+8
+0.4% +$543 0.07% 73
2024
Q3 		$131K Buy
1,984
+12
+0.6% +$753 0.06% 74
2024
Q2 		$119K Hold
1,972
– – 0.06% 75
2024
Q1 		$123K Buy
1,972
+8
+0.4% +$473 0.07% 74
2023
Q4 		$114K Buy
1,964
+12
+0.6% +$641 0.07% 74
2023
Q3 		$102K Buy
1,952
+4
+0.2% +$219 0.07% 75
2023
Q2 		$107K Buy
1,948
+8
+0.4% +$419 0.07% 77
2023
Q1 		$102K Buy
1,940
+56
+3% +$2.98K 0.07% 78
2022
Q4 		$96.1K Buy
+1,884
New +$96K 0.08% 75

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

MB, Levis & Associates's VO Position: Q2 2026 in Review

MB, Levis & Associates increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.37% in Q2 2026, buying an estimated $465 and bringing the position to 1,638 shares worth $132K. The position accounts for 0.05% of the portfolio, ranked #76.

MB, Levis & Associates first reported a position in VO in Q4 2022 and has held it in 15 quarters since. The position peaked at $144K in Q3 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • MB, Levis & Associates held 1,638 shares of Vanguard Morningstar Mid-Cap ETF worth $132K as of Q2 2026.
  • MB, Levis & Associates bought 6 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $465.
  • Vanguard Morningstar Mid-Cap ETF made up 0.05% of MB, Levis & Associates's portfolio in Q2 2026, its #76 holding.
  • MB, Levis & Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • MB, Levis & Associates's Vanguard Morningstar Mid-Cap ETF position peaked at $144K in Q3 2025.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.