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Lowe Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Lowe Wealth 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
2025
Q3 		$4.41K Hold
60
– – ﹤0.01% 297
2025
Q2 		$4.2K Hold
60
– – ﹤0.01% 297
2025
Q1 		$3.88K Hold
60
– – ﹤0.01% 304
2024
Q4 		$3.96K Buy
60
+20
+50% +$1.36K ﹤0.01% 296
2024
Q3 		$2.64K Buy
40
+32
+400% +$2.01K ﹤0.01% 272
2024
Q2 		$484 Hold
8
– – ﹤0.01% 296
2024
Q1 		$500 Hold
8
– – ﹤0.01% 289
2023
Q4 		$465 Hold
8
– – ﹤0.01% 296
2023
Q3 		$416 Buy
+8
New +$439 ﹤0.01% 290

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

Lowe Wealth Advisors's VO Position: Q3 2025 in Review

Lowe Wealth Advisors held its Vanguard Mid-Cap ETF (VO) position steady in Q3 2025 at 60 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Lowe Wealth Advisors first reported a position in VO in Q3 2023 and has held it in 9 quarters since. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • Lowe Wealth Advisors held 60 shares of Vanguard Mid-Cap ETF worth $4.41K as of Q3 2025.
  • Lowe Wealth Advisors left its Vanguard Mid-Cap ETF share count unchanged in Q3 2025.
  • Vanguard Mid-Cap ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #297 holding.
  • Lowe Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q3 2023 and has held it in 9 quarters since.
  • 2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.