LA
VO icon

LPF Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

LPF 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
Q1 		$291K Buy
4,504
+8
+0.2% +$537 0.24% 21
2024
Q4 		$297K Hold
4,496
– – 0.25% 24
2024
Q3 		$297K Hold
4,496
– – 0.25% 24
2024
Q2 		$272K Buy
+4,496
New +$273K 0.25% 25

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPF Advisors's VO Position: Q1 2025 in Review

LPF Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.18% in Q1 2025, buying an estimated $537 and bringing the position to 4,504 shares worth $291K. The position accounts for 0.24% of the portfolio, ranked #21.

LPF Advisors first reported a position in VO in Q2 2024 and has held it in 4 quarters since. The position peaked at $297K in Q4 2024. 2,125 funds tracked by Wall St. Rank hold VO as of Q1 2025.

  • LPF Advisors held 4,504 shares of Vanguard Morningstar Mid-Cap ETF worth $291K as of Q1 2025.
  • LPF Advisors bought 8 Vanguard Morningstar Mid-Cap ETF shares in Q1 2025, an estimated $537.
  • Vanguard Morningstar Mid-Cap ETF made up 0.24% of LPF Advisors's portfolio in Q1 2025, its #21 holding.
  • LPF Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 4 quarters since.
  • LPF Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $297K in Q4 2024.
  • 2,125 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2025.

Based on LPF Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.