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

Smartleaf Asset 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 Q2	$1.56M	Sell	19,368 -58,104	-75%	-$4.5M	0.05%	321
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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Smartleaf Asset Management's VO Position: Q2 2026 in Review

Smartleaf Asset Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 75% in Q2 2026, selling an estimated $4.5M and leaving 19,368 shares worth $1.56M. The position accounts for 0.05% of the portfolio, ranked #321.

Smartleaf Asset Management first reported a position in VO in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.44M in Q1 2026. 2,489 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Smartleaf Asset Management held 19,368 shares of Vanguard Morningstar Mid-Cap ETF worth $1.56M as of Q2 2026.
Smartleaf Asset Management sold 58,104 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $4.5M.
Vanguard Morningstar Mid-Cap ETF made up 0.05% of Smartleaf Asset Management's portfolio in Q2 2026, its #321 holding.
Smartleaf Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's Vanguard Morningstar Mid-Cap ETF position peaked at $5.44M in Q1 2026.
2,489 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.