PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2026 Q2	$2.96M	Buy	36,719 +3	+0%	+$233	0.8%	20
2026 Q1	$2.64M	Sell	36,716 -336	-0.9%	-$25K	0.78%	20
2025 Q4	$2.69M	Sell	37,052 -564	-1%	-$41K	0.8%	21
2025 Q3	$2.76M	Buy	37,616 +136	+0.4%	+$9.77K	0.87%	21
2025 Q2	$2.62M	Buy	37,480 +348	+0.9%	+$22.8K	0.88%	21
2025 Q1	$2.4M	Buy	37,132 +11,968	+48%	+$803K	0.89%	22
2024 Q4	$1.66M	Buy	25,164 +24,432	+3,338%	+$1.66M	0.66%	25
2024 Q3	$48.3K	Hold	732	–	–	0.02%	224
2024 Q2	$44.3K	Hold	732	–	–	0.03%	213
2024 Q1	$45.7K	Hold	732	–	–	0.03%	202
2023 Q4	$42.6K	Sell	732 -192	-21%	-$10.3K	0.03%	191
2023 Q3	$48.1K	Hold	924	–	–	0.03%	161
2023 Q2	$50.9K	Hold	924	–	–	0.04%	160
2023 Q1	$48.7K	Hold	924	–	–	0.04%	160
2022 Q4	$47.1K	Buy	+924	New	+$47.1K	0.04%	158

Other funds holding VO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s VO Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.01% in Q2 2026, buying an estimated $233 and bringing the position to 36,719 shares worth $2.96M. The position accounts for 0.8% of the portfolio, ranked #20.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in VO in Q4 2022 and has held it in 15 quarters since. 1,776 funds tracked by Wall St. Rank hold VO as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 36,719 shares of Vanguard Morningstar Mid-Cap ETF worth $2.96M as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 3 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $233.
Vanguard Morningstar Mid-Cap ETF made up 0.8% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #20 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,776 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.