Paces Ferry Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Paces Ferry Wealth 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
2026 Q2	$754K	Buy	9,357 +505	+6%	+$39.2K	0.28%	51
2026 Q1	$635K	Buy	8,852 +368	+4%	+$27.3K	0.26%	52
2025 Q4	$615K	Hold	8,484	–	–	0.25%	56
2025 Q3	$623K	Hold	8,484	–	–	0.26%	54
2025 Q2	$593K	Hold	8,484	–	–	0.27%	52
2025 Q1	$548K	Hold	8,484	–	–	0.27%	54
2024 Q4	$560K	Hold	8,484	–	–	0.27%	54
2024 Q3	$559K	Buy	8,484 +64	+0.8%	+$4.02K	0.32%	52
2024 Q2	$510K	Hold	8,420	–	–	0.31%	56
2024 Q1	$526K	Buy	8,420 +32	+0.4%	+$1.89K	0.34%	56
2023 Q4	$488K	Buy	8,388 +44	+0.5%	+$2.35K	0.34%	58
2023 Q3	$434K	Buy	8,344 +32	+0.4%	+$1.75K	0.34%	60
2023 Q2	$458K	Buy	8,312 +28	+0.3%	+$1.47K	0.34%	58
2023 Q1	$437K	Sell	8,284 -768	-8%	-$40.9K	0.35%	59
2022 Q4	$461K	Buy	9,052 +48	+0.5%	+$2.44K	0.45%	49
2022 Q3	$423K	Buy	9,004 +40	+0.4%	+$2.09K	0.46%	50
2022 Q2	$441K	Buy	8,964 +28	+0.3%	+$1.51K	0.43%	51
2022 Q1	$531K	Buy	8,936 +28	+0.3%	+$1.64K	0.42%	52
2021 Q4	$567K	Buy	8,908 +32	+0.4%	+$2.01K	0.41%	52
2021 Q3	$525K	Buy	8,876 +20	+0.2%	+$1.21K	0.42%	59
2021 Q2	$525K	Buy	8,856 +28	+0.3%	+$1.62K	0.4%	58
2021 Q1	$489K	Sell	8,828 -452	-5%	-$24.5K	0.43%	55
2020 Q4	$480K	Hold	9,280	–	–	0.44%	55
2020 Q3	$409K	Buy	+9,280	New	+$404K	0.36%	63

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

Paces Ferry Wealth Advisors's VO Position: Q2 2026 in Review

Paces Ferry Wealth Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.7% in Q2 2026, buying an estimated $39.2K and bringing the position to 9,357 shares worth $754K. The position accounts for 0.28% of the portfolio, ranked #51.

Paces Ferry Wealth Advisors first reported a position in VO in Q3 2020 and has held it in 24 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Paces Ferry Wealth Advisors held 9,357 shares of Vanguard Morningstar Mid-Cap ETF worth $754K as of Q2 2026.
Paces Ferry Wealth Advisors bought 505 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $39.2K.
Vanguard Morningstar Mid-Cap ETF made up 0.28% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #51 holding.
Paces Ferry Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2020 and has held it in 24 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.