Lowell Blake & Associates’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Lowell Blake & Associates’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
2023 Q3	$398K	Hold	7,652	–	–	0.11%	47
2023 Q2	$421K	Hold	7,652	–	–	0.12%	45
2023 Q1	$404K	Hold	7,652	–	–	0.13%	45
2022 Q4	$390K	Hold	7,652	–	–	0.13%	44
2022 Q3	$360K	Hold	7,652	–	–	0.14%	43
2022 Q2	$377K	Hold	7,652	–	–	0.15%	43
2022 Q1	$455K	Hold	7,652	–	–	0.17%	42
2021 Q4	$487K	Buy	7,652 +40	+0.5%	+$2.51K	0.19%	41
2021 Q3	$451K	Hold	7,612	–	–	0.21%	43
2021 Q2	$452K	Buy	+7,612	New	+$441K	0.21%	43

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lowell Blake & Associates's VO Position: Q3 2023 in Review

Lowell Blake & Associates held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2023 at 7,652 shares worth $398K. The position accounts for 0.11% of the portfolio, ranked #47.

Lowell Blake & Associates first reported a position in VO in Q2 2021 and has held it in 10 quarters since. The position peaked at $487K in Q4 2021. 1,652 funds tracked by Wall St. Rank hold VO as of Q3 2023.

Lowell Blake & Associates held 7,652 shares of Vanguard Morningstar Mid-Cap ETF worth $398K as of Q3 2023.
Lowell Blake & Associates left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2023.
Vanguard Morningstar Mid-Cap ETF made up 0.11% of Lowell Blake & Associates's portfolio in Q3 2023, its #47 holding.
Lowell Blake & Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and has held it in 10 quarters since.
Lowell Blake & Associates's Vanguard Morningstar Mid-Cap ETF position peaked at $487K in Q4 2021.
1,652 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2023.

Based on Lowell Blake & Associates's 13F filing for Q3 2023, filed 13 Nov 2023.