VO — Vanguard Mid Cap (ETF)

Ownership history in Litman Gregory Wealth Management LLC  ·  22 quarters on record

AI Ownership Summary

Litman Gregory Wealth Management LLC reported Vanguard Mid Cap (ETF) (VO) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.38% in 2025 Q3. The latest visible filing shows VO at 2.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Litman Gregory Wealth Management LLC's position in Vanguard Mid Cap (ETF), and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VO was reported at 2.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.38% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VO stock page Litman Gregory Wealth Management LLC fund profile Litman Gregory Wealth Management LLC full holdings
How Litman Gregory Wealth Management LLC held VO — position size vs. price
% of Fund (quarterly)    VO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 108,331 -636 -0.6% 2.30% $31.4M 2026-02-14 (Est.) $301.01
2025 Q3 ADDED 108,967 +4,372 +4.2% 2.38% $32.0M 2025-10-16 $286.52
2025 Q2 ADDED 104,595 +67,088 +178.9% 2.30% $29.3M 2025-07-23 $284.64
2025 Q1 ADDED 37,507 +34,426 +1117.4% 0.83% $9.7M 2025-05-02 $256.86
2024 Q4 UNCHANGED 3,081 — 0% 0.07% $814K 2025-01-24 $271.97
2024 Q3 UNCHANGED 3,081 — 0% 0.07% $813K 2024-10-22 $260.55
2024 Q2 ADDED 3,081 +53 +1.8% 0.07% $746K 2024-07-30 $243.45
2024 Q1 ADDED 3,028 +270 +9.8% 0.07% $757K 2024-05-03 $233.75
2023 Q4 ADDED 2,758 +249 +9.9% 0.06% $642K 2024-01-31 $221.29
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VO

As of 2026 Q1 — sorted by position size

TL Private Wealth 3Y 14.25% William Mack & Associates, Inc. 13.01% Integrated Capital Management, LLC 11.41% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.82% New Hampshire Trust 3Y 10.34% Koenig Investment Advisory, LLC 10.05% Somnio Financial Group, LLC 9.15% Adelphi Trust Co 8.13% Uptown Financial Advisors LLC 8.09% Perkins Coie Trust Co 3Y 7Y 7.91%

FAQ About Litman Gregory Wealth Management LLC and VO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Litman Gregory Wealth Management LLC reported owning VO?

Litman Gregory Wealth Management LLC reported VO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VO position in Litman Gregory Wealth Management LLC's portfolio?

The largest reported portfolio weight for VO was 2.38% in 2025 Q3.

What is the latest reported VO position on this page?

The most recent filing on this page is 2025 Q4, when Litman Gregory Wealth Management LLC reported 108,331 shares, equal to 2.30% of portfolio, with an estimated market value of $31.4M.

What does the chart on this VO ownership page compare?

The chart compares Litman Gregory Wealth Management LLC's quarterly VO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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