Lake Point Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Lake Point Wealth 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
2022 Q2	$22.2M	Buy	451,148 +16,284	+4%	+$880K	12.62%	2
2022 Q1	$25.9M	Buy	434,864 +78,120	+22%	+$4.58M	11.96%	3
2021 Q4	$22.7M	Buy	+356,744	New	+$22.4M	9.93%	3
2020 Q1	$5K	Hold	156	–	–	﹤0.01%	171
2019 Q4	$7K	Buy	+156	New	+$6.7K	﹤0.01%	320
2019 Q2	$7K	Hold	156	–	–	﹤0.01%	387
2019 Q1	$7K	Buy	+156	New	+$6K	﹤0.01%	387

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lake Point Wealth Management's VO Position: Q2 2022 in Review

Lake Point Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 3.7% in Q2 2022, buying an estimated $880K and bringing the position to 451,148 shares worth $22.2M. The position accounts for 12.62% of the portfolio, ranked #2.

Lake Point Wealth Management first reported a position in VO in Q1 2019 and has held it in 7 quarters since. The position peaked at $25.9M in Q1 2022. 1,517 funds tracked by Wall St. Rank hold VO as of Q2 2022.

Lake Point Wealth Management held 451,148 shares of Vanguard Mid-Cap ETF worth $22.2M as of Q2 2022.
Lake Point Wealth Management bought 16,284 Vanguard Mid-Cap ETF shares in Q2 2022, an estimated $880K.
Vanguard Mid-Cap ETF made up 12.62% of Lake Point Wealth Management's portfolio in Q2 2022, its #2 holding.
Lake Point Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q1 2019 and has held it in 7 quarters since.
Lake Point Wealth Management's Vanguard Mid-Cap ETF position peaked at $25.9M in Q1 2022.
1,517 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.