Pacific Center for Financial Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $29.3M | Buy |
363,455
+2,871
| +0.8% | +$223K | 6.53% | 5 |
|
|
2026
Q1 | $25.9M | Sell |
360,584
-7,764
| -2% | -$577K | 6.57% | 5 |
|
|
2025
Q4 | $27M | Hold |
368,348
| – | – | 6.9% | 5 |
|
|
2025
Q3 | $27M | Buy |
368,348
+2,124
| +0.6% | +$153K | 6.9% | 5 |
|
|
2025
Q2 | $25.6M | Sell |
366,224
-2,204
| -0.6% | -$145K | 6.95% | 5 |
|
|
2025
Q1 | $23.8M | Buy |
368,428
+300,788
| +445% | +$20.2M | 6.32% | 6 |
|
|
2024
Q4 | $4.47M | Sell |
67,640
-980
| -1% | -$66.5K | 1.15% | 15 |
|
|
2024
Q3 | $4.53M | Sell |
68,620
-584
| -0.8% | -$36.7K | 1.19% | 15 |
|
|
2024
Q2 | $4.19M | Sell |
69,204
-1,960
| -3% | -$119K | 1.17% | 15 |
|
|
2024
Q1 | $4.45M | Sell |
71,164
-792
| -1% | -$46.8K | 1.27% | 15 |
|
|
2023
Q4 | $4.18M | Sell |
71,956
-796
| -1% | -$42.5K | 1.32% | 15 |
|
|
2023
Q3 | $3.79M | Sell |
72,752
-3,052
| -4% | -$167K | 1.29% | 16 |
|
|
2023
Q2 | $4.17M | Sell |
75,804
-1,216
| -2% | -$63.7K | 1.37% | 17 |
|
|
2023
Q1 | $4.06M | Buy |
+77,020
| New | +$4.1M | 1.4% | 17 |
|
|
2022
Q3 | $3.64M | Sell |
77,436
-1,344
| -2% | -$70.2K | 1.42% | 15 |
|
|
2022
Q2 | $3.88M | Sell |
78,780
-932
| -1% | -$50.4K | 1.6% | 14 |
|
|
2022
Q1 | $4.74M | Sell |
79,712
-544
| -0.7% | -$31.9K | 1.69% | 14 |
|
|
2021
Q4 | $5.11M | Sell |
80,256
-2,336
| -3% | -$146K | 2.06% | 10 |
|
|
2021
Q3 | $4.89M | Sell |
82,592
-5,708
| -6% | -$345K | 2.13% | 9 |
|
|
2021
Q2 | $5.24M | Sell |
88,300
-3,736
| -4% | -$217K | 2.29% | 9 |
|
|
2021
Q1 | $5.09M | Sell |
92,036
-444
| -0.5% | -$24.1K | 2.44% | 9 |
|
|
2020
Q4 | $4.78M | Buy |
92,480
+532
| +0.6% | +$25.8K | 1.77% | 10 |
|
|
2020
Q3 | $4.05M | Sell |
91,948
-404
| -0.4% | -$17.6K | 1.68% | 10 |
|
|
2020
Q2 | $3.78M | Sell |
92,352
-424
| -0.5% | -$16.2K | 1.86% | 11 |
|
|
2020
Q1 | $3.05M | Sell |
92,776
-5,196
| -5% | -$215K | 1.93% | 9 |
|
|
2019
Q4 | $4.36M | Sell |
97,972
-2,056
| -2% | -$88.3K | 1.92% | 13 |
|
|
2019
Q3 | $4.19M | Sell |
100,028
-1,432
| -1% | -$59.8K | 2.05% | 13 |
|
|
2019
Q2 | $4.24M | Sell |
101,460
-108
| -0.1% | -$4.42K | 2.17% | 13 |
|
|
2019
Q1 | $4.08M | Sell |
101,568
-1,916
| -2% | -$73.7K | 2.2% | 12 |
|
|
2018
Q4 | $3.58M | Buy |
103,484
+1,504
| +1% | +$56.5K | 1.92% | 14 |
|
|
2018
Q3 | $4.19M | Buy |
101,980
+2,248
| +2% | +$91.7K | 2.04% | 14 |
|
|
2018
Q2 | $3.93M | Sell |
99,732
-3,196
| -3% | -$125K | 2.31% | 13 |
|
|
2018
Q1 | $3.97M | Sell |
102,928
-80
| -0.1% | -$3.15K | 2.42% | 12 |
|
|
2017
Q4 | $3.99M | Sell |
103,008
-3,256
| -3% | -$123K | 2.44% | 12 |
|
|
2017
Q3 | $3.9M | Buy |
106,264
+172
| +0.2% | +$6.2K | 2.5% | 12 |
|
|
2017
Q2 | $3.78M | Buy |
106,092
+1,212
| +1% | +$42.8K | 2.54% | 12 |
|
|
2017
Q1 | $3.65M | Sell |
104,880
-1,544
| -1% | -$53K | 2.56% | 12 |
|
|
2016
Q4 | $3.5M | Buy |
+106,424
| New | +$3.45M | 2.66% | 12 |
|
Other funds holding VO
JFG
NHC
BTCPP
MT
Pacific Center for Financial Services's VO Position: Q2 2026 in Review
Pacific Center for Financial Services increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.8% in Q2 2026, buying an estimated $223K and bringing the position to 363,455 shares worth $29.3M. The position accounts for 6.53% of the portfolio, ranked #5.
Pacific Center for Financial Services first reported a position in VO in Q4 2016 and has held it in 38 quarters since. 1,776 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Pacific Center for Financial Services held 363,455 shares of Vanguard Morningstar Mid-Cap ETF worth $29.3M as of Q2 2026.
- Pacific Center for Financial Services bought 2,871 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $223K.
- Vanguard Morningstar Mid-Cap ETF made up 6.53% of Pacific Center for Financial Services's portfolio in Q2 2026, its #5 holding.
- Pacific Center for Financial Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2016 and has held it in 38 quarters since.
- 1,776 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.