Red Lighthouse Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Red Lighthouse Investment Management’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 Q1	–	Sell	-2,452	Closed	-$178K	–	109
2025 Q4	$178K	Hold	2,452	–	–	0.06%	58
2025 Q3	$180K	Hold	2,452	–	–	0.06%	78
2025 Q2	$172K	Sell	2,452 -44	-2%	-$2.89K	0.07%	75
2025 Q1	$156K	Buy	2,496 +44	+2%	+$2.95K	0.06%	71
2024 Q4	$162K	Sell	2,452 -44	-2%	-$2.99K	0.06%	74
2024 Q3	$165K	Hold	2,496	–	–	0.06%	73
2024 Q2	$151K	Hold	2,496	–	–	0.06%	73
2024 Q1	$156K	Hold	2,496	–	–	0.06%	71
2023 Q4	$145K	Hold	2,496	–	–	0.06%	70
2023 Q3	$130K	Hold	2,496	–	–	0.06%	70
2023 Q2	$137K	Hold	2,496	–	–	0.06%	68
2023 Q1	$132K	Hold	2,496	–	–	0.06%	68
2022 Q4	$127K	Buy	+2,496	New	+$127K	0.06%	71

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Red Lighthouse Investment Management's VO Position: Q1 2026 in Review

Red Lighthouse Investment Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026, closing a stake of 2,452 shares — an estimated $178K sold.

Red Lighthouse Investment Management first reported a position in VO in Q4 2022 and held it in 13 quarters. The position peaked at $180K in Q3 2025. 2,404 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Red Lighthouse Investment Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Red Lighthouse Investment Management sold 2,452 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $178K.
Red Lighthouse Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and held it in 13 quarters.
Red Lighthouse Investment Management's Vanguard Morningstar Mid-Cap ETF position peaked at $180K in Q3 2025.
2,404 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q1 2026, filed 8 May 2026.