Lodestar Private Asset Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Lodestar Private Asset Management’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
2026 Q1	$2.59M	Buy	36,028 +1,344	+4%	+$99.9K	0.26%	67
2025 Q4	$2.52M	Buy	34,684 +1,400	+4%	+$102K	0.25%	69
2025 Q3	$2.44M	Buy	33,284 +976	+3%	+$70.1K	0.26%	69
2025 Q2	$2.26M	Sell	32,308 -140	-0.4%	-$9.19K	0.26%	68
2025 Q1	$2.1M	Buy	32,448 +2,988	+10%	+$201K	0.26%	67
2024 Q4	$1.95M	Sell	29,460 -212	-0.7%	-$14.4K	0.24%	71
2024 Q3	$1.96M	Buy	29,672 +724	+3%	+$45.5K	0.25%	74
2024 Q2	$1.75M	Buy	28,948 +380	+1%	+$23.1K	0.24%	76
2024 Q1	$1.78M	Sell	28,568 -396	-1%	-$23.4K	0.25%	74
2023 Q4	$1.68M	Buy	28,964 +2,548	+10%	+$136K	0.26%	75
2023 Q3	$1.38M	Sell	26,416 -2,552	-9%	-$140K	0.24%	75
2023 Q2	$1.59M	Sell	28,968 -1,316	-4%	-$69K	0.27%	69
2023 Q1	$1.6M	Sell	30,284 -5,248	-15%	-$279K	0.29%	69
2022 Q4	$1.81M	Buy	+35,532	New	+$1.81M	0.35%	64

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Lodestar Private Asset Management's VO Position: Q1 2026 in Review

Lodestar Private Asset Management increased its Vanguard Mid-Cap ETF (VO) stake by 3.9% in Q1 2026, buying an estimated $99.9K and bringing the position to 36,028 shares worth $2.59M. The position accounts for 0.26% of the portfolio, ranked #67.

Lodestar Private Asset Management first reported a position in VO in Q4 2022 and has held it in 14 quarters since. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Lodestar Private Asset Management held 36,028 shares of Vanguard Mid-Cap ETF worth $2.59M as of Q1 2026.
Lodestar Private Asset Management bought 1,344 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $99.9K.
Vanguard Mid-Cap ETF made up 0.26% of Lodestar Private Asset Management's portfolio in Q1 2026, its #67 holding.
Lodestar Private Asset Management first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.