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Pachira Investments’s Vanguard Mid-Cap ETF VO Stock Holding History

Pachira Investments’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 		$2.48M Buy
30,762
+6,742
+28% +$523K 0.94% 27
2026
Q1 		$1.72M Buy
24,020
+7,156
+42% +$532K 0.81% 28
2025
Q4 		$1.22M Buy
16,864
+5,592
+50% +$407K 0.6% 32
2025
Q3 		$828K Buy
11,272
+696
+7% +$50K 0.47% 37
2025
Q2 		$740K Buy
10,576
+64
+0.6% +$4.2K 0.56% 32
2025
Q1 		$676K Sell
10,512
-88
-0.8% -$5.91K 0.47% 32
2024
Q4 		$700K Sell
10,600
-24
-0.2% -$1.63K 0.43% 33
2024
Q3 		$701K Buy
10,624
+48
+0.5% +$3.01K 0.54% 28
2024
Q2 		$640K Buy
10,576
+1,132
+12% +$68.8K 0.57% 25
2024
Q1 		$590K Buy
9,444
+272
+3% +$16.1K 0.48% 27
2023
Q4 		$533K Buy
9,172
+964
+12% +$51.5K 0.47% 27
2023
Q3 		$427K Buy
8,208
+1,864
+29% +$102K 0.48% 25
2023
Q2 		$349K Buy
6,344
+448
+8% +$23.5K 0.38% 28
2023
Q1 		$311K Buy
5,896
+596
+11% +$31.7K 1.34% 18
2022
Q4 		$270K Buy
5,300
+652
+14% +$33.2K 1.36% 21
2022
Q3 		$218K Buy
+4,648
New +$243K 0.97% 20
2021
Q2 		– Sell
-111,008
Closed -$6.14M – 30
2021
Q1 		$6.14M Buy
111,008
+5,028
+5% +$273K 4.52% 10
2020
Q4 		$5.48M Buy
+105,980
New +$5.13M 5.24% 7

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Pachira Investments's VO Position: Q2 2026 in Review

Pachira Investments increased its Vanguard Mid-Cap ETF (VO) stake by 28% in Q2 2026, buying an estimated $523K and bringing the position to 30,762 shares worth $2.48M. The position accounts for 0.94% of the portfolio, ranked #27.

Pachira Investments first reported a position in VO in Q4 2020 and has held it in 18 quarters since. The position peaked at $6.14M in Q1 2021. 823 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Pachira Investments held 30,762 shares of Vanguard Mid-Cap ETF worth $2.48M as of Q2 2026.
  • Pachira Investments bought 6,742 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $523K.
  • Vanguard Mid-Cap ETF made up 0.94% of Pachira Investments's portfolio in Q2 2026, its #27 holding.
  • Pachira Investments first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 18 quarters since.
  • Pachira Investments's Vanguard Mid-Cap ETF position peaked at $6.14M in Q1 2021.
  • 823 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Pachira Investments's 13F filing for Q2 2026, filed 17 Jul 2026.