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LWMG LLC’s Vanguard Mid-Cap ETF VO Stock Holding History

LWMG LLC’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
2024
Q3 		$31M Buy
470,456
+26,616
+6% +$1.67M 5.9% 7
2024
Q2 		$26.9M Buy
443,840
+34,596
+8% +$2.1M 5.67% 7
2024
Q1 		$25.6M Buy
409,244
+14,836
+4% +$877K 5.9% 7
2023
Q4 		$22.9M Buy
394,408
+16,320
+4% +$872K 5.63% 7
2023
Q3 		$19.7M Buy
378,088
+27,564
+8% +$1.51M 5.4% 7
2023
Q2 		$19.3M Buy
350,524
+17,712
+5% +$929K 5.4% 6
2023
Q1 		$17.5M Buy
332,812
+71,792
+28% +$3.82M 5.49% 5
2022
Q4 		$13.3M Buy
+261,020
New +$13.3M 4.77% 5

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LWMG LLC's VO Position: Q3 2024 in Review

LWMG LLC increased its Vanguard Mid-Cap ETF (VO) stake by 6% in Q3 2024, buying an estimated $1.67M and bringing the position to 470,456 shares worth $31M. The position accounts for 5.9% of the portfolio, ranked #7.

LWMG LLC first reported a position in VO in Q4 2022 and has held it in 8 quarters since. 1,930 funds tracked by Wall St. Rank hold VO as of Q3 2024.

  • LWMG LLC held 470,456 shares of Vanguard Mid-Cap ETF worth $31M as of Q3 2024.
  • LWMG LLC bought 26,616 Vanguard Mid-Cap ETF shares in Q3 2024, an estimated $1.67M.
  • Vanguard Mid-Cap ETF made up 5.9% of LWMG LLC's portfolio in Q3 2024, its #7 holding.
  • LWMG LLC first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 8 quarters since.
  • 1,930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2024.

Based on LWMG LLC's 13F filing for Q3 2024, filed 4 Oct 2024.