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Lighthouse Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Lighthouse Financial 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
2021
Q1 		$408K Hold
7,372
– – 0.12% 84
2020
Q4 		$381K Sell
7,372
-10,616
-59% -$514K 0.13% 85
2020
Q3 		$792K Buy
17,988
+5,124
+40% +$223K 0.3% 62
2020
Q2 		$423K Hold
12,864
– – 0.18% 71
2020
Q1 		$423K Buy
12,864
+1,776
+16% +$73.5K 0.26% 62
2019
Q4 		$493K Buy
+11,088
New +$476K 0.23% 60

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Lighthouse Financial Advisors's VO Position: Q1 2021 in Review

Lighthouse Financial Advisors held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2021 at 7,372 shares worth $408K. The position accounts for 0.12% of the portfolio, ranked #84.

Lighthouse Financial Advisors first reported a position in VO in Q4 2019 and has held it in 6 quarters since. The position peaked at $792K in Q3 2020. 1,272 funds tracked by Wall St. Rank hold VO as of Q1 2021.

  • Lighthouse Financial Advisors held 7,372 shares of Vanguard Mid-Cap ETF worth $408K as of Q1 2021.
  • Lighthouse Financial Advisors left its Vanguard Mid-Cap ETF share count unchanged in Q1 2021.
  • Vanguard Mid-Cap ETF made up 0.12% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #84 holding.
  • Lighthouse Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 6 quarters since.
  • Lighthouse Financial Advisors's Vanguard Mid-Cap ETF position peaked at $792K in Q3 2020.
  • 1,272 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.