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Lord & Richards Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Lord & Richards Wealth 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
2025
Q2 		– Sell
-28
Closed -$1.81K – 163
2025
Q1 		$1.81K Buy
+28
New +$1.88K ﹤0.01% 155

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Lord & Richards Wealth Management's VO Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Vanguard Mid-Cap ETF (VO) in Q2 2025, closing a stake of 28 shares — an estimated $1.81K sold.

Lord & Richards Wealth Management first reported a position in VO in Q1 2025 and held it in 1 quarter. The position peaked at $1.81K in Q1 2025. 2,169 funds tracked by Wall St. Rank hold VO as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining Vanguard Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 28 Vanguard Mid-Cap ETF shares in Q2 2025, an estimated $1.81K.
  • Lord & Richards Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's Vanguard Mid-Cap ETF position peaked at $1.81K in Q1 2025.
  • 2,169 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.