Smartleaf Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.44M Buy
77,472
+17,844
+30% +$1.33M 0.2% 91
2025
Q4
$4.37M Buy
59,628
+22,448
+60% +$1.63M 0.17% 107
2025
Q3
$2.72M Buy
37,180
+4,960
+15% +$356K 0.17% 129
2025
Q2
$2.25M Buy
32,220
+11,048
+52% +$725K 0.2% 99
2025
Q1
$1.36M Buy
21,172
+3,788
+22% +$254K 0.13% 176
2024
Q4
$1.15M Buy
17,384
+2,208
+15% +$150K 0.12% 185
2024
Q3
$998K Sell
15,176
-2,420
-14% -$152K 0.12% 187
2024
Q2
$1.07M Buy
17,596
+1,284
+8% +$78K 0.17% 137
2024
Q1
$1.02M Buy
16,312
+15,892
+3,784% +$939K 0.2% 125
2023
Q4
$24.6K Buy
+420
New +$22.4K 0.01% 646

Other funds holding VO

Smartleaf Asset Management's VO Position: Q1 2026 in Review

Smartleaf Asset Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 30% in Q1 2026, buying an estimated $1.33M and bringing the position to 77,472 shares worth $5.44M. The position accounts for 0.2% of the portfolio, ranked #91.

Smartleaf Asset Management first reported a position in VO in Q4 2023 and has held it in 10 quarters since. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Smartleaf Asset Management held 77,472 shares of Vanguard Morningstar Mid-Cap ETF worth $5.44M as of Q1 2026.
  • Smartleaf Asset Management bought 17,844 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $1.33M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.2% of Smartleaf Asset Management's portfolio in Q1 2026, its #91 holding.
  • Smartleaf Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.