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Lane & Associates’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Lane & Associates’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
2025
Q1 		$2.82M Sell
43,664
-1,480
-3% -$99.3K 1.52% 18
2024
Q4 		$3.11M Sell
45,144
-3,224
-7% -$219K 1.61% 15
2024
Q3 		$3.19M Sell
48,368
-11,464
-19% -$720K 1.74% 14
2024
Q2 		$3.62M Sell
59,832
-16,712
-22% -$1.02M 2.14% 12
2024
Q1 		$4.78M Sell
76,544
-1,292
-2% -$76.4K 3.01% 8
2023
Q4 		$4.53M Sell
77,836
-4,252
-5% -$227K 3.29% 6
2023
Q3 		$4.27M Sell
82,088
-9,156
-10% -$502K 3.43% 6
2023
Q2 		$5.02M Sell
91,244
-6,392
-7% -$335K 4% 6
2023
Q1 		$5.15M Sell
97,636
-5,120
-5% -$272K 4.59% 5
2022
Q4 		$5.24M Buy
+102,756
New +$5.23M 4.96% 5

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lane & Associates's VO Position: Q1 2025 in Review

Lane & Associates reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.3% in Q1 2025, selling an estimated $99.3K and leaving 43,664 shares worth $2.82M. The position accounts for 1.52% of the portfolio, ranked #18.

Lane & Associates first reported a position in VO in Q4 2022 and has held it in 10 quarters since. The position peaked at $5.24M in Q4 2022. 2,125 funds tracked by Wall St. Rank hold VO as of Q1 2025.

  • Lane & Associates held 43,664 shares of Vanguard Morningstar Mid-Cap ETF worth $2.82M as of Q1 2025.
  • Lane & Associates sold 1,480 Vanguard Morningstar Mid-Cap ETF shares in Q1 2025, an estimated $99.3K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.52% of Lane & Associates's portfolio in Q1 2025, its #18 holding.
  • Lane & Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 10 quarters since.
  • Lane & Associates's Vanguard Morningstar Mid-Cap ETF position peaked at $5.24M in Q4 2022.
  • 2,125 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.