WLIM
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White Lighthouse Investment Management’s Vanguard Mid-Cap ETF VO Stock Holding History

White 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 		$5.1M Buy
71,032
+2,828
+4% +$210K 0.71% 29
2025
Q4 		$4.95M Buy
68,204
+752
+1% +$54.7K 0.69% 29
2025
Q3 		$4.95M Sell
67,452
-5,712
-8% -$410K 0.76% 28
2025
Q2 		$5.12M Buy
73,164
+3,192
+5% +$210K 0.83% 26
2025
Q1 		$4.52M Buy
69,972
+2,320
+3% +$156K 0.81% 26
2024
Q4 		$4.47M Buy
67,652
+2,064
+3% +$140K 0.78% 27
2024
Q3 		$4.33M Buy
65,588
+1,640
+3% +$103K 0.78% 27
2024
Q2 		$3.87M Buy
63,948
+3,680
+6% +$224K 0.75% 29
2024
Q1 		$3.76M Buy
60,268
+4,076
+7% +$241K 0.76% 29
2023
Q4 		$3.27M Buy
56,192
+5,484
+11% +$293K 0.72% 28
2023
Q3 		$2.64M Buy
50,708
+1,836
+4% +$101K 0.64% 31
2023
Q2 		$2.69M Buy
48,872
+96
+0.2% +$5.03K 0.64% 34
2023
Q1 		$2.57M Sell
48,776
-188
-0.4% -$10K 0.65% 34
2022
Q4 		$2.49M Sell
48,964
-204
-0.4% -$10.4K 0.68% 33
2022
Q3 		$2.31M Buy
49,168
+3,320
+7% +$174K 0.67% 33
2022
Q2 		$2.26M Buy
45,848
+440
+1% +$23.8K 0.65% 34
2022
Q1 		$2.7M Sell
45,408
-1,128
-2% -$66.2K 0.69% 35
2021
Q4 		$2.96M Buy
46,536
+1,956
+4% +$123K 0.74% 33
2021
Q3 		$2.64M Buy
44,580
+3,424
+8% +$207K 0.71% 34
2021
Q2 		$2.44M Buy
41,156
+1,708
+4% +$99K 0.67% 35
2021
Q1 		$2.18M Buy
39,448
+2,500
+7% +$136K 0.67% 34
2020
Q4 		$1.91M Buy
36,948
+2,900
+9% +$140K 0.61% 36
2020
Q3 		$1.5M Buy
34,048
+188
+0.6% +$8.19K 0.52% 44
2020
Q2 		$1.39M Buy
33,860
+12,688
+60% +$486K 0.51% 44
2020
Q1 		$697K Buy
21,172
+1,972
+10% +$81.7K 0.29% 61
2019
Q4 		$855K Buy
19,200
+724
+4% +$31.1K 0.31% 56
2019
Q3 		$774K Buy
18,476
+204
+1% +$8.52K 0.31% 59
2019
Q2 		$764K Buy
18,272
+5,788
+46% +$237K 0.32% 59
2019
Q1 		$502K Buy
12,484
+960
+8% +$36.9K 0.23% 73
2018
Q4 		$398K Buy
11,524
+2,792
+32% +$105K 0.22% 79
2018
Q3 		$358K Hold
8,732
– – 0.18% 86
2018
Q2 		$344K Buy
8,732
+32
+0.4% +$1.26K 0.19% 86
2018
Q1 		$335K Buy
8,700
+24
+0.3% +$945 0.19% 88
2017
Q4 		$336K Buy
+8,676
New +$328K 0.19% 91

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

White Lighthouse Investment Management increased its Vanguard Mid-Cap ETF (VO) stake by 4.1% in Q1 2026, buying an estimated $210K and bringing the position to 71,032 shares worth $5.1M. The position accounts for 0.71% of the portfolio, ranked #29.

White Lighthouse Investment Management first reported a position in VO in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.12M in Q2 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • White Lighthouse Investment Management held 71,032 shares of Vanguard Mid-Cap ETF worth $5.1M as of Q1 2026.
  • White Lighthouse Investment Management bought 2,828 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $210K.
  • Vanguard Mid-Cap ETF made up 0.71% of White Lighthouse Investment Management's portfolio in Q1 2026, its #29 holding.
  • White Lighthouse Investment Management first reported a position in Vanguard Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
  • White Lighthouse Investment Management's Vanguard Mid-Cap ETF position peaked at $5.12M in Q2 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on White Lighthouse Investment Management's 13F filing for Q1 2026, filed 15 May 2026.