Pacific Excel Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Pacific Excel 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	$2.14M	Buy	+26,580	New	+$2.06M	0.83%	28

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

Pacific Excel Wealth Advisors's VO Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 26,580 shares worth $2.14M. The stake represents 0.83% of the portfolio and ranks #28 among its holdings.

2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Pacific Excel Wealth Advisors held 26,580 shares of Vanguard Morningstar Mid-Cap ETF worth $2.14M as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new Pacific Excel Wealth Advisors position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.83% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #28 holding.
2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.