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Pallas Capital Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Pallas Capital 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
Q1 		$1.42M Sell
19,716
-3,660
-16% -$272K 0.05% 258
2025
Q4 		$1.7M Buy
23,376
+10,024
+75% +$729K 0.06% 244
2025
Q3 		$980K Sell
13,352
-68
-0.5% -$4.88K 0.04% 351
2025
Q2 		$939K Sell
13,420
-1,004
-7% -$65.9K 0.04% 349
2025
Q1 		$933K Buy
14,424
+544
+4% +$36.5K 0.04% 310
2024
Q4 		$917K Hold
13,880
– – 0.04% 247
2024
Q3 		$924K Sell
13,880
-3,336
-19% -$209K 0.04% 237
2024
Q2 		$1.07M Sell
17,216
-2,904
-14% -$176K 0.05% 202
2024
Q1 		$1.26M Sell
20,120
-260
-1% -$15.4K 0.05% 189
2023
Q4 		$1.19M Sell
20,380
-3,016
-13% -$161K 0.06% 192
2023
Q3 		$1.15M Buy
23,396
+5,680
+32% +$312K 0.07% 168
2023
Q2 		$1M Buy
17,716
+1,712
+11% +$89.8K 0.05% 161
2023
Q1 		$843K Buy
16,004
+20
+0.1% +$1.06K 0.08% 160
2022
Q4 		$852K Hold
15,984
– – 0.09% 163
2022
Q3 		$794K Hold
15,984
– – 0.09% 146
2022
Q2 		$826K Sell
15,984
-392
-2% -$21.2K 0.11% 128
2022
Q1 		$954K Sell
16,376
-3,068
-16% -$180K 0.12% 121
2021
Q4 		$1.11M Sell
19,444
-224
-1% -$14K 0.14% 116
2021
Q3 		$1.26M Buy
19,668
+1,708
+10% +$103K 0.14% 126
2021
Q2 		$1.08M Buy
+17,960
New +$1.04M 0.15% 111

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Pallas Capital Advisors's VO Position: Q1 2026 in Review

Pallas Capital Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 16% in Q1 2026, selling an estimated $272K and leaving 19,716 shares worth $1.42M. The position accounts for 0.05% of the portfolio, ranked #258.

Pallas Capital Advisors first reported a position in VO in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.7M in Q4 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Pallas Capital Advisors held 19,716 shares of Vanguard Morningstar Mid-Cap ETF worth $1.42M as of Q1 2026.
  • Pallas Capital Advisors sold 3,660 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $272K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.05% of Pallas Capital Advisors's portfolio in Q1 2026, its #258 holding.
  • Pallas Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • Pallas Capital Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $1.7M in Q4 2025.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.