White Lighthouse Investment 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
Q2 | $5.79M | Buy |
71,920
+888
| +1% | +$68.8K | 0.72% | 28 |
|
|
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
White Lighthouse Investment Management's VO Position: Q2 2026 in Review
White Lighthouse Investment Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.3% in Q2 2026, buying an estimated $68.8K and bringing the position to 71,920 shares worth $5.79M. The position accounts for 0.72% of the portfolio, ranked #28.
White Lighthouse Investment Management first reported a position in VO in Q4 2017 and has held it in 35 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- White Lighthouse Investment Management held 71,920 shares of Vanguard Morningstar Mid-Cap ETF worth $5.79M as of Q2 2026.
- White Lighthouse Investment Management bought 888 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $68.8K.
- Vanguard Morningstar Mid-Cap ETF made up 0.72% of White Lighthouse Investment Management's portfolio in Q2 2026, its #28 holding.
- White Lighthouse Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and has held it in 35 quarters since.
- 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.