Salomon & Ludwin
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Salomon & Ludwin’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Salomon & Ludwin’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 		$4.42M Sell
56,369
-1,052
-2% -$85.6K 0.37% 53
2026
Q2 		$4.61M Sell
57,421
-1,439
-2% -$112K 0.38% 49
2026
Q1 		$4.27M Sell
58,860
-336
-0.6% -$25K 0.38% 49
2025
Q4 		$4.38M Buy
59,196
+248
+0.4% +$18K 0.39% 47
2025
Q3 		$4.35M Sell
58,948
-844
-1% -$60.6K 0.39% 47
2025
Q2 		$4.22M Sell
59,792
-260
-0.4% -$17.1K 0.42% 47
2025
Q1 		$3.88M Sell
60,052
-1,464
-2% -$98.2K 0.41% 47
2024
Q4 		$4.06M Sell
61,516
-1,368
-2% -$92.9K 0.43% 44
2024
Q3 		$4.15M Sell
62,884
-3,996
-6% -$251K 0.42% 44
2024
Q2 		$4.05M Sell
66,880
-7,724
-10% -$469K 0.45% 45
2024
Q1 		$4.66M Hold
74,604
– – 0.4% 51
2023
Q4 		$3.94M Hold
74,604
– – 0.41% 47
2023
Q3 		$3.94M Buy
74,604
+10,256
+16% +$562K 0.41% 47
2023
Q2 		$3.54M Sell
64,348
-1,364
-2% -$71.5K 0.38% 50
2023
Q1 		$3.46M Sell
65,712
-628
-0.9% -$33.4K 0.41% 47
2022
Q4 		$3.38M Buy
66,340
+51,020
+333% +$2.6M 0.43% 47
2022
Q3 		$720K Buy
15,320
+9,608
+168% +$502K 0.11% 73
2022
Q2 		$281K Buy
5,712
+1,496
+35% +$80.8K 0.04% 107
2022
Q1 		$251K Hold
4,216
– – 0.04% 108
2021
Q4 		$269K Sell
4,216
-56
-1% -$3.51K 0.04% 98
2021
Q3 		$253K Buy
4,272
+800
+23% +$48.3K 0.04% 86
2021
Q2 		$206K Buy
+3,472
New +$201K 0.03% 78

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Salomon & Ludwin's VO Position: Q3 2026 in Review

Salomon & Ludwin reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.8% in Q3 2026, selling an estimated $85.6K and leaving 56,369 shares worth $4.42M. The position accounts for 0.37% of the portfolio, ranked #53.

Salomon & Ludwin first reported a position in VO in Q2 2021 and has held it in 22 quarters since. The position peaked at $4.66M in Q1 2024. 2,270 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Salomon & Ludwin held 56,369 shares of Vanguard Morningstar Mid-Cap ETF worth $4.42M as of Q3 2026.
  • Salomon & Ludwin sold 1,052 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $85.6K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.37% of Salomon & Ludwin's portfolio in Q3 2026, its #53 holding.
  • Salomon & Ludwin first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and has held it in 22 quarters since.
  • Salomon & Ludwin's Vanguard Morningstar Mid-Cap ETF position peaked at $4.66M in Q1 2024.
  • 2,270 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.