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 Q2	$1.46M	Sell	18,101 -1,615	-8%	-$125K	0.04%	272
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

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 22.9% 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

Pallas Capital Advisors's VO Position: Q2 2026 in Review

Pallas Capital Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8.2% in Q2 2026, selling an estimated $125K and leaving 18,101 shares worth $1.46M. The position accounts for 0.04% of the portfolio, ranked #272.

Pallas Capital Advisors first reported a position in VO in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.7M in Q4 2025. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Pallas Capital Advisors held 18,101 shares of Vanguard Morningstar Mid-Cap ETF worth $1.46M as of Q2 2026.
Pallas Capital Advisors sold 1,615 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $125K.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of Pallas Capital Advisors's portfolio in Q2 2026, its #272 holding.
Pallas Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and has held it in 21 quarters since.
Pallas Capital Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $1.7M in Q4 2025.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.