Mitchell McLeod Pugh & Williams’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Mitchell McLeod Pugh & Williams’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	$40.2M	Buy	499,187 +33,879	+7%	+$2.63M	4.94%	4
2026 Q1	$33.4M	Buy	465,308 +29,028	+7%	+$2.16M	4.93%	4
2025 Q4	$32.8M	Buy	436,280 +43,552	+11%	+$3.17M	4.69%	5
2025 Q3	$28.8M	Buy	392,728 +62,448	+19%	+$4.48M	4.63%	5
2025 Q2	$23.1M	Buy	330,280 +29,800	+10%	+$1.96M	4.3%	5
2025 Q1	$19.4M	Buy	300,480 +25,324	+9%	+$1.7M	4.02%	5
2024 Q4	$18.2M	Buy	275,156 +24,844	+10%	+$1.69M	3.81%	5
2024 Q3	$16.5M	Buy	250,312 +24,112	+11%	+$1.51M	3.45%	5
2024 Q2	$13.7M	Buy	226,200 +23,992	+12%	+$1.46M	3.13%	6
2024 Q1	$12.6M	Buy	202,208 +31,368	+18%	+$1.85M	3.04%	6
2023 Q4	$9.94M	Buy	170,840 +18,920	+12%	+$1.01M	2.63%	6
2023 Q3	$7.91M	Buy	151,920 +23,576	+18%	+$1.29M	2.33%	6
2023 Q2	$7.06M	Buy	128,344 +13,764	+12%	+$722K	2.04%	6
2023 Q1	$6.04M	Buy	114,580 +13,040	+13%	+$694K	1.88%	6
2022 Q4	$5.17M	Buy	101,540 +13,972	+16%	+$712K	1.75%	8
2022 Q3	$4.12M	Buy	87,568 +21,016	+32%	+$1.1M	1.58%	11
2022 Q2	$3.28M	Buy	66,552 +632	+1%	+$34.1K	1.27%	16
2022 Q1	$3.92M	Buy	65,920 +18,560	+39%	+$1.09M	1.31%	14
2021 Q4	$3.02M	Buy	47,360 +11,656	+33%	+$731K	1%	19
2021 Q3	$2.11M	Buy	35,704 +3,804	+12%	+$230K	0.78%	26
2021 Q2	$1.89M	Buy	31,900 +2,660	+9%	+$154K	0.73%	33
2021 Q1	$1.62M	Buy	29,240 +4,468	+18%	+$242K	0.68%	41
2020 Q4	$1.28M	Buy	24,772 +5,920	+31%	+$287K	0.59%	49
2020 Q3	$831K	Buy	18,852 +3,220	+21%	+$140K	0.43%	73
2020 Q2	$640K	Buy	15,632 +368	+2%	+$14.1K	0.36%	89
2020 Q1	$502K	Buy	15,264 +268	+2%	+$11.1K	0.39%	90
2019 Q4	$668K	Hold	14,996	–	–	0.42%	82
2019 Q3	$628K	Hold	14,996	–	–	0.43%	80
2019 Q2	$627K	Buy	14,996 +1,828	+14%	+$74.8K	0.43%	86
2019 Q1	$529K	Hold	13,168	–	–	0.37%	97
2018 Q4	$455K	Sell	13,168 -48	-0.4%	-$1.8K	0.37%	100
2018 Q3	$543K	Buy	13,216 +308	+2%	+$12.6K	0.37%	102
2018 Q2	$509K	Hold	12,908	–	–	0.36%	101
2018 Q1	$498K	Hold	12,908	–	–	0.36%	101
2017 Q4	$499K	Hold	12,908	–	–	0.34%	101
2017 Q3	$474K	Hold	12,908	–	–	0.35%	104
2017 Q2	$459K	Hold	12,908	–	–	0.35%	106
2017 Q1	$449K	Hold	12,908	–	–	0.35%	106
2016 Q4	$425K	Hold	12,908	–	–	0.34%	109
2016 Q3	$417K	Buy	12,908 +1,820	+16%	+$58.4K	0.37%	99
2016 Q2	$343K	Hold	11,088	–	–	0.31%	109
2016 Q1	$336K	Hold	11,088	–	–	0.32%	106
2015 Q4	$333K	Hold	11,088	–	–	0.33%	105
2015 Q3	$324K	Buy	11,088 +624	+6%	+$19.5K	0.33%	103
2015 Q2	$334K	Hold	10,464	–	–	0.31%	116
2015 Q1	$348K	Buy	+10,464	New	+$329K	0.32%	113

Other funds holding VO

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Mitchell McLeod Pugh & Williams's VO Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 7.3% in Q2 2026, buying an estimated $2.63M and bringing the position to 499,187 shares worth $40.2M. The position accounts for 4.94% of the portfolio, ranked #4.

Mitchell McLeod Pugh & Williams first reported a position in VO in Q1 2015 and has held it in 46 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Mitchell McLeod Pugh & Williams held 499,187 shares of Vanguard Morningstar Mid-Cap ETF worth $40.2M as of Q2 2026.
Mitchell McLeod Pugh & Williams bought 33,879 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.63M.
Vanguard Morningstar Mid-Cap ETF made up 4.94% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #4 holding.
Mitchell McLeod Pugh & Williams first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2015 and has held it in 46 quarters since.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.