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

LS Investment 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
2022 Q2	–	Sell	-620	Closed	-$37K	–	143
2022 Q1	$37K	Hold	620	–	–	0.01%	139
2021 Q4	$39K	Hold	620	–	–	0.01%	145
2021 Q3	$37K	Hold	620	–	–	﹤0.01%	159
2021 Q2	$37K	Hold	620	–	–	﹤0.01%	160
2021 Q1	$34K	Hold	620	–	–	﹤0.01%	806
2020 Q4	$32K	Hold	620	–	–	﹤0.01%	871
2020 Q3	$27K	Hold	620	–	–	﹤0.01%	782
2020 Q2	$25K	Hold	620	–	–	﹤0.01%	1345
2020 Q1	$20K	Hold	620	–	–	﹤0.01%	1370
2019 Q4	$28K	Hold	620	–	–	﹤0.01%	1468
2019 Q3	$26K	Hold	620	–	–	﹤0.01%	1472
2019 Q2	$26K	Hold	620	–	–	﹤0.01%	1480
2019 Q1	$25K	Hold	620	–	–	﹤0.01%	1468
2018 Q4	$21K	Hold	620	–	–	﹤0.01%	1481
2018 Q3	$25K	Hold	620	–	–	﹤0.01%	1521
2018 Q2	$24K	Hold	620	–	–	﹤0.01%	1536
2018 Q1	$24K	Buy	+620	New	+$24.4K	﹤0.01%	1523
2014 Q1	–	Sell	-672	Closed	-$18K	–	970
2013 Q4	$18K	Buy	+672	New	+$17.9K	﹤0.01%	792

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

LS Investment Advisors's VO Position: Q2 2022 in Review

LS Investment Advisors sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2022, closing a stake of 620 shares — an estimated $37K sold.

LS Investment Advisors first reported a position in VO in Q4 2013 and held it in 18 quarters. The position peaked at $39K in Q4 2021. 1,518 funds tracked by Wall St. Rank hold VO as of Q2 2022.

LS Investment Advisors reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
LS Investment Advisors sold 620 Vanguard Morningstar Mid-Cap ETF shares in Q2 2022, an estimated $37K.
LS Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2013 and held it in 18 quarters.
LS Investment Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $39K in Q4 2021.
1,518 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2022.

Based on LS Investment Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.