LIG
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Lokken Investment Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Lokken Investment 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
2025
Q3 		$7.42M Buy
101,008
+1,352
+1% +$97.1K 2.55% 11
2025
Q2 		$6.97M Buy
99,656
+1,480
+2% +$97.1K 2.69% 10
2025
Q1 		$6.35M Buy
98,176
+6,940
+8% +$466K 2.68% 10
2024
Q4 		$6.02M Sell
91,236
-2,772
-3% -$188K 2.6% 9
2024
Q3 		$6.2M Buy
94,008
+3,564
+4% +$224K 2.59% 6
2024
Q2 		$5.47M Buy
90,444
+2,720
+3% +$165K 2.57% 9
2024
Q1 		$5.48M Buy
87,724
+3,424
+4% +$202K 2.73% 7
2023
Q4 		$4.9M Buy
84,300
+3,576
+4% +$191K 2.77% 8
2023
Q3 		$4.2M Buy
80,724
+4,516
+6% +$248K 2.75% 8
2023
Q2 		$4.19M Buy
76,208
+3,748
+5% +$196K 2.73% 8
2023
Q1 		$3.82M Sell
72,460
-10,124
-12% -$539K 2.9% 7
2022
Q4 		$4.21M Buy
82,584
+1,648
+2% +$83.9K 3.32% 6
2022
Q3 		$3.8M Sell
80,936
-252
-0.3% -$13.2K 3.28% 6
2022
Q2 		$4M Buy
81,188
+492
+0.6% +$26.6K 3.24% 6
2022
Q1 		$4.41M Sell
80,696
-11,988
-13% -$703K 3.5% 5
2021
Q4 		$5.9M Sell
92,684
-212
-0.2% -$13.3K 4.21% 5
2021
Q3 		$5.5M Buy
92,896
+1,864
+2% +$113K 4.36% 4
2021
Q2 		$5.4M Sell
91,032
-1,580
-2% -$91.6K 4.39% 4
2021
Q1 		$5.13M Sell
92,612
-12,920
-12% -$701K 4.52% 4
2020
Q4 		$5.46M Buy
+105,532
New +$5.11M 4.98% 4

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lokken Investment Group's VO Position: Q3 2025 in Review

Lokken Investment Group increased its Vanguard Mid-Cap ETF (VO) stake by 1.4% in Q3 2025, buying an estimated $97.1K and bringing the position to 101,008 shares worth $7.42M. The position accounts for 2.55% of the portfolio, ranked #11.

Lokken Investment Group first reported a position in VO in Q4 2020 and has held it in 20 quarters since. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • Lokken Investment Group held 101,008 shares of Vanguard Mid-Cap ETF worth $7.42M as of Q3 2025.
  • Lokken Investment Group bought 1,352 Vanguard Mid-Cap ETF shares in Q3 2025, an estimated $97.1K.
  • Vanguard Mid-Cap ETF made up 2.55% of Lokken Investment Group's portfolio in Q3 2025, its #11 holding.
  • Lokken Investment Group first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 20 quarters since.
  • 2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.