Lake Street Advisors Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Lake Street Advisors Group’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
2024 Q4	$446K	Buy	6,748 +200	+3%	+$13.6K	0.02%	349
2024 Q3	$432K	Hold	6,548	–	–	0.02%	359
2024 Q2	$398K	Buy	6,548 +168	+3%	+$10.2K	0.02%	373
2024 Q1	$399K	Buy	6,380 +344	+6%	+$20.3K	0.02%	384
2023 Q4	$351K	Buy	+6,036	New	+$322K	0.02%	397
2018 Q3	–	Sell	-14,228	Closed	-$561K	–	311
2018 Q2	$561K	Hold	14,228	–	–	0.06%	140
2018 Q1	$549K	Hold	14,228	–	–	0.06%	123
2017 Q4	$551K	Buy	+14,228	New	+$537K	0.06%	128

Other funds holding VO

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

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Lake Street Advisors Group's VO Position: Q4 2024 in Review

Lake Street Advisors Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.1% in Q4 2024, buying an estimated $13.6K and bringing the position to 6,748 shares worth $446K. The position accounts for 0.02% of the portfolio, ranked #349.

Lake Street Advisors Group first reported a position in VO in Q4 2017 and has held it in 8 quarters since. The position peaked at $561K in Q2 2018. 2,137 funds tracked by Wall St. Rank hold VO as of Q4 2024.

Lake Street Advisors Group held 6,748 shares of Vanguard Morningstar Mid-Cap ETF worth $446K as of Q4 2024.
Lake Street Advisors Group bought 200 Vanguard Morningstar Mid-Cap ETF shares in Q4 2024, an estimated $13.6K.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #349 holding.
Lake Street Advisors Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and has held it in 8 quarters since.
Lake Street Advisors Group's Vanguard Morningstar Mid-Cap ETF position peaked at $561K in Q2 2018.
2,137 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.