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L & S Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

L & S Advisors’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
2022
Q2 		– Sell
-22,800
Closed -$1.36M – 299
2022
Q1 		$1.36M Sell
22,800
-760
-3% -$44.6K 0.16% 150
2021
Q4 		$1.5M Hold
23,560
– – 0.16% 150
2021
Q3 		$1.4M Buy
23,560
+20
+0.1% +$1.21K 0.15% 180
2021
Q2 		$1.4M Sell
23,540
-988
-4% -$57.3K 0.15% 186
2021
Q1 		$1.36M Sell
24,528
-2,296
-9% -$125K 0.15% 192
2020
Q4 		$1.39M Buy
26,824
+12
+0% +$581 0.16% 185
2020
Q3 		$1.18M Buy
26,812
+11,196
+72% +$488K 0.16% 181
2020
Q2 		$640K Buy
+15,616
New +$598K 0.1% 206

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

L & S Advisors's VO Position: Q2 2022 in Review

L & S Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q2 2022, closing a stake of 22,800 shares — an estimated $1.36M sold.

L & S Advisors first reported a position in VO in Q2 2020 and held it in 8 quarters. The position peaked at $1.5M in Q4 2021. 1,517 funds tracked by Wall St. Rank hold VO as of Q2 2022.

  • L & S Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • L & S Advisors sold 22,800 Vanguard Mid-Cap ETF shares in Q2 2022, an estimated $1.36M.
  • L & S Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2020 and held it in 8 quarters.
  • L & S Advisors's Vanguard Mid-Cap ETF position peaked at $1.5M in Q4 2021.
  • 1,517 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2022.

Based on L & S Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.