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Moody Lynn & Lieberson’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Moody Lynn & Lieberson’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
Q3 		$785K Buy
10,004
+8
+0.1% +$651 0.04% 128
2026
Q2 		$805K Buy
9,996
+188
+2% +$14.6K 0.04% 138
2026
Q1 		$704K Buy
9,808
+72
+0.7% +$5.35K 0.04% 147
2025
Q4 		$706K Buy
9,736
+32
+0.3% +$2.33K 0.04% 145
2025
Q3 		$713K Sell
9,704
-868
-8% -$62.3K 0.04% 144
2025
Q2 		$740K Sell
10,572
-932
-8% -$61.2K 0.04% 141
2025
Q1 		$744K Buy
11,504
+1,312
+13% +$88K 0.05% 139
2024
Q4 		$673K Sell
10,192
-580
-5% -$39.4K 0.04% 149
2024
Q3 		$711K Hold
10,772
– – 0.04% 152
2024
Q2 		$652K Sell
10,772
-72
-0.7% -$4.38K 0.04% 145
2024
Q1 		$677K Buy
10,844
+312
+3% +$18.4K 0.05% 141
2023
Q4 		$613K Buy
10,532
+248
+2% +$13.3K 0.05% 145
2023
Q3 		$535K Buy
10,284
+20
+0.2% +$1.1K 0.05% 141
2023
Q2 		$565K Buy
10,264
+1,160
+13% +$60.8K 0.05% 141
2023
Q1 		$480K Buy
9,104
+240
+3% +$12.8K 0.04% 155
2022
Q4 		$451K Buy
+8,864
New +$452K 0.04% 165

Other funds holding VO

Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Moody Lynn & Lieberson's VO Position: Q3 2026 in Review

Moody Lynn & Lieberson increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.08% in Q3 2026, buying an estimated $651 and bringing the position to 10,004 shares worth $785K. The position accounts for 0.04% of the portfolio, ranked #128.

Moody Lynn & Lieberson first reported a position in VO in Q4 2022 and has held it in 16 quarters since. The position peaked at $805K in Q2 2026. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Moody Lynn & Lieberson held 10,004 shares of Vanguard Morningstar Mid-Cap ETF worth $785K as of Q3 2026.
  • Moody Lynn & Lieberson bought 8 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $651.
  • Vanguard Morningstar Mid-Cap ETF made up 0.04% of Moody Lynn & Lieberson's portfolio in Q3 2026, its #128 holding.
  • Moody Lynn & Lieberson first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Moody Lynn & Lieberson's Vanguard Morningstar Mid-Cap ETF position peaked at $805K in Q2 2026.
  • 354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q3 2026, filed 14 Oct 2026.