Lodestar Investment Counsel’s Vanguard Mid-Cap ETF VO Stock Holding History

Lodestar Investment Counsel’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
2019 Q2	$4.46M	Buy	106,624 +440	+0.4%	+$18K	0.46%	57
2019 Q1	$4.27M	Sell	106,184 -344	-0.3%	-$13.2K	0.46%	57
2018 Q4	$3.68M	Buy	106,528 +152	+0.1%	+$5.71K	0.45%	56
2018 Q3	$4.37M	Buy	106,376 +5,252	+5%	+$214K	0.47%	54
2018 Q2	$3.98M	Buy	101,124 +2,160	+2%	+$84.8K	0.46%	55
2018 Q1	$3.81M	Buy	98,964 +7,552	+8%	+$297K	0.44%	56
2017 Q4	$3.54M	Buy	91,412 +3,500	+4%	+$132K	0.41%	57
2017 Q3	$3.23M	Sell	87,912 -40	-0%	-$1.44K	0.4%	58
2017 Q2	$3.13M	Buy	87,952 +2,140	+2%	+$75.6K	0.4%	56
2017 Q1	$2.99M	Buy	85,812 +1,428	+2%	+$49.1K	0.39%	58
2016 Q4	$2.78M	Buy	84,384 +6,536	+8%	+$212K	0.38%	58
2016 Q3	$2.52M	Sell	77,848 -8,836	-10%	-$283K	0.35%	60
2016 Q2	$2.68M	Buy	86,684 +1,104	+1%	+$33.7K	0.38%	57
2016 Q1	$2.59M	Buy	85,580 +1,160	+1%	+$32.8K	0.37%	61
2015 Q4	$2.54M	Buy	84,420 +640	+0.8%	+$19.5K	0.4%	62
2015 Q3	$2.44M	Buy	83,780 +184	+0.2%	+$5.74K	0.41%	60
2015 Q2	$2.66M	Buy	83,596 +4,408	+6%	+$143K	0.42%	63
2015 Q1	$2.63M	Buy	+79,188	New	+$2.49M	0.41%	61

Other funds holding VO

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

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

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

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Lodestar Investment Counsel's VO Position: Q2 2019 in Review

Lodestar Investment Counsel increased its Vanguard Mid-Cap ETF (VO) stake by 0.41% in Q2 2019, buying an estimated $18K and bringing the position to 106,624 shares worth $4.46M. The position accounts for 0.46% of the portfolio, ranked #57.

Lodestar Investment Counsel first reported a position in VO in Q1 2015 and has held it in 18 quarters since. 889 funds tracked by Wall St. Rank hold VO as of Q2 2019.

Lodestar Investment Counsel held 106,624 shares of Vanguard Mid-Cap ETF worth $4.46M as of Q2 2019.
Lodestar Investment Counsel bought 440 Vanguard Mid-Cap ETF shares in Q2 2019, an estimated $18K.
Vanguard Mid-Cap ETF made up 0.46% of Lodestar Investment Counsel's portfolio in Q2 2019, its #57 holding.
Lodestar Investment Counsel first reported a position in Vanguard Mid-Cap ETF in Q1 2015 and has held it in 18 quarters since.
889 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.