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LifePlan Financial Group’s Vanguard Mid-Cap ETF VO Stock Holding History

LifePlan Financial 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
2020
Q3 		$2.19M Buy
49,680
+1,480
+3% +$64.5K 0.94% 35
2020
Q2 		$1.98M Sell
48,200
-220
-0.5% -$8.43K 0.9% 36
2020
Q1 		$1.59M Sell
48,420
-2,844
-6% -$118K 0.86% 36
2019
Q4 		$2.28M Sell
51,264
-1,240
-2% -$53.2K 1.02% 31
2019
Q3 		$2.2M Sell
52,504
-1,192
-2% -$49.8K 1.04% 29
2019
Q2 		$2.24M Sell
53,696
-2,928
-5% -$120K 1.08% 28
2019
Q1 		$2.28M Buy
56,624
+272
+0.5% +$10.5K 1.21% 28
2018
Q4 		$1.95M Buy
56,352
+4
+0% +$150 1.22% 29
2018
Q3 		$2.31M Buy
56,348
+636
+1% +$26K 1.25% 28
2018
Q2 		$2.2M Sell
55,712
-940
-2% -$36.9K 1.23% 26
2018
Q1 		$2.18M Buy
56,652
+1,672
+3% +$65.8K 1.27% 24
2017
Q4 		$2.02M Hold
54,980
– – 1.29% 26
2017
Q3 		$2.02M Buy
54,980
+1,068
+2% +$38.5K 1.29% 26
2017
Q2 		$1.92M Buy
53,912
+68
+0.1% +$2.4K 1.32% 27
2017
Q1 		$1.87M Buy
53,844
+1,892
+4% +$65K 1.3% 28
2016
Q4 		$1.71M Sell
51,952
-976
-2% -$31.6K 1.2% 30
2016
Q3 		$1.71M Buy
52,928
+4,008
+8% +$129K 1.18% 34
2016
Q2 		$1.51M Buy
48,920
+2,456
+5% +$75.1K 1.04% 34
2016
Q1 		$1.41M Buy
46,464
+5,128
+12% +$145K 1% 33
2015
Q4 		$1.24M Buy
41,336
+1,676
+4% +$51.1K 0.88% 32
2015
Q3 		$1.16M Buy
39,660
+124
+0.3% +$3.87K 0.84% 31
2015
Q2 		$1.26M Buy
39,536
+6,060
+18% +$197K 0.85% 36
2015
Q1 		$1.11M Sell
33,476
-3,720
-10% -$117K 0.74% 27
2014
Q4 		$1.15M Buy
37,196
+4,584
+14% +$138K 0.76% 27
2014
Q3 		$956K Buy
32,612
+9,892
+44% +$294K 0.81% 28
2014
Q2 		$674K Buy
22,720
+892
+4% +$25.5K 0.48% 32
2014
Q1 		$620K Buy
21,828
+1,940
+10% +$53.8K 0.49% 31
2013
Q4 		$547K Buy
19,888
+568
+3% +$15.1K 0.37% 34
2013
Q3 		$495K Hold
19,320
– – 0.4% 29
2013
Q2 		$460K Buy
+19,320
New +$458K 0.51% 31

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LifePlan Financial Group's VO Position: Q3 2020 in Review

LifePlan Financial Group increased its Vanguard Mid-Cap ETF (VO) stake by 3.1% in Q3 2020, buying an estimated $64.5K and bringing the position to 49,680 shares worth $2.19M. The position accounts for 0.94% of the portfolio, ranked #35.

LifePlan Financial Group first reported a position in VO in Q2 2013 and has held it in 30 quarters since. The position peaked at $2.31M in Q3 2018. 1,057 funds tracked by Wall St. Rank hold VO as of Q3 2020.

  • LifePlan Financial Group held 49,680 shares of Vanguard Mid-Cap ETF worth $2.19M as of Q3 2020.
  • LifePlan Financial Group bought 1,480 Vanguard Mid-Cap ETF shares in Q3 2020, an estimated $64.5K.
  • Vanguard Mid-Cap ETF made up 0.94% of LifePlan Financial Group's portfolio in Q3 2020, its #35 holding.
  • LifePlan Financial Group first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 30 quarters since.
  • LifePlan Financial Group's Vanguard Mid-Cap ETF position peaked at $2.31M in Q3 2018.
  • 1,057 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.