Pacific Sage Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Pacific Sage Partners’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	$463K	Buy	5,751 +3	+0.1%	+$233	0.07%	74
2026 Q1	$413K	Sell	5,748 -324	-5%	-$24.1K	0.06%	74
2025 Q4	$441K	Buy	6,072 +268	+5%	+$19.5K	0.07%	75
2025 Q3	$426K	Sell	5,804 -304	-5%	-$21.8K	0.07%	70
2025 Q2	$427K	Hold	6,108	–	–	0.08%	69
2025 Q1	$395K	Hold	6,108	–	–	0.09%	69
2024 Q4	$403K	Sell	6,108 -1,116	-15%	-$75.8K	0.09%	62
2024 Q3	$476K	Sell	7,224 -168	-2%	-$10.5K	0.11%	57
2024 Q2	$447K	Hold	7,392	–	–	0.11%	56
2024 Q1	$462K	Hold	7,392	–	–	0.12%	55
2023 Q4	$430K	Hold	7,392	–	–	0.12%	55
2023 Q3	$385K	Hold	7,392	–	–	0.12%	53
2023 Q2	$407K	Hold	7,392	–	–	0.12%	50
2023 Q1	$390K	Hold	7,392	–	–	0.13%	54
2022 Q4	$377K	Buy	+7,392	New	+$377K	0.13%	53

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 Sage Partners's VO Position: Q2 2026 in Review

Pacific Sage Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.05% in Q2 2026, buying an estimated $233 and bringing the position to 5,751 shares worth $463K. The position accounts for 0.07% of the portfolio, ranked #74.

Pacific Sage Partners first reported a position in VO in Q4 2022 and has held it in 15 quarters since. The position peaked at $476K in Q3 2024. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Pacific Sage Partners held 5,751 shares of Vanguard Morningstar Mid-Cap ETF worth $463K as of Q2 2026.
Pacific Sage Partners bought 3 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $233.
Vanguard Morningstar Mid-Cap ETF made up 0.07% of Pacific Sage Partners's portfolio in Q2 2026, its #74 holding.
Pacific Sage Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Pacific Sage Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $476K in Q3 2024.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Pacific Sage Partners's 13F filing for Q2 2026, filed 6 Aug 2026.