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

Parallel 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 		$15.9M Buy
221,716
+1,300
+0.6% +$96.6K 0.29% 59
2025
Q4 		$16M Sell
220,416
-44
-0% -$3.2K 0.29% 56
2025
Q3 		$16.2M Sell
220,460
-6,308
-3% -$453K 0.3% 54
2025
Q2 		$15.9M Sell
226,768
-6,964
-3% -$457K 0.32% 54
2025
Q1 		$15.1M Buy
233,732
+9,372
+4% +$629K 0.34% 56
2024
Q4 		$14.8M Buy
224,360
+1,436
+0.6% +$97.5K 0.33% 57
2024
Q3 		$14.7M Buy
222,924
+2,004
+0.9% +$126K 0.35% 53
2024
Q2 		$13.4M Sell
220,920
-20,712
-9% -$1.26M 0.34% 53
2024
Q1 		$15.1M Sell
241,632
-8,988
-4% -$531K 0.41% 46
2023
Q4 		$14.6M Sell
250,620
-5,312
-2% -$284K 0.43% 45
2023
Q3 		$13.3M Sell
255,932
-6,000
-2% -$329K 0.44% 42
2023
Q2 		$14.4M Buy
261,932
+208
+0.1% +$10.9K 0.46% 44
2023
Q1 		$13.8M Buy
261,724
+59,984
+30% +$3.19M 0.47% 41
2022
Q4 		$10.3M Sell
201,740
-5,072
-2% -$258K 0.45% 40
2022
Q3 		$9.72M Sell
206,812
-1,060
-0.5% -$55.4K 0.45% 40
2022
Q2 		$10.2M Sell
207,872
-10,228
-5% -$553K 0.47% 39
2022
Q1 		$13.1M Sell
218,100
-1,680
-0.8% -$98.6K 0.52% 32
2021
Q4 		$14M Buy
219,780
+1,640
+0.8% +$103K 0.52% 35
2021
Q3 		$12.9M Sell
218,140
-18,328
-8% -$1.11M 0.52% 38
2021
Q2 		$14M Sell
236,468
-3,588
-1% -$208K 0.59% 32
2021
Q1 		$13.3M Sell
240,056
-12,944
-5% -$702K 0.63% 30
2020
Q4 		$13.1M Sell
253,000
-3,632
-1% -$176K 0.71% 25
2020
Q3 		$11.3M Sell
256,632
-15,960
-6% -$695K 0.7% 25
2020
Q2 		$11.2M Sell
272,592
-13,492
-5% -$517K 0.73% 25
2020
Q1 		$9.41M Sell
286,084
-12,428
-4% -$515K 0.76% 22
2019
Q4 		$13.3M Sell
298,512
-9,844
-3% -$423K 1% 20
2019
Q3 		$12.9M Sell
308,356
-6,200
-2% -$259K 1.11% 17
2019
Q2 		$13.1M Sell
314,556
-46,672
-13% -$1.91M 1.28% 16
2019
Q1 		$14.5M Sell
361,228
-12,556
-3% -$483K 1.63% 10
2018
Q4 		$12.9M Sell
373,784
-6,904
-2% -$259K 1.8% 9
2018
Q3 		$15.6M Buy
380,688
+2,596
+0.7% +$106K 1.94% 8
2018
Q2 		$14.9M Sell
378,092
-3,008
-0.8% -$118K 2.13% 8
2018
Q1 		$14.7M Buy
381,100
+5,792
+2% +$228K 2.29% 6
2017
Q4 		$14.5M Sell
375,308
-964
-0.3% -$36.4K 2.38% 6
2017
Q3 		$14M Buy
376,272
+1,372
+0.4% +$49.5K 2.41% 6
2017
Q2 		$13.6M Buy
374,900
+31,504
+9% +$1.11M 2.56% 5
2017
Q1 		$12.1M Buy
343,396
+30,292
+10% +$1.04M 2.4% 5
2016
Q4 		$10.3M Buy
+313,104
New +$10.1M 2.42% 6

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 $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Parallel Advisors's VO Position: Q1 2026 in Review

Parallel Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.59% in Q1 2026, buying an estimated $96.6K and bringing the position to 221,716 shares worth $15.9M. The position accounts for 0.29% of the portfolio, ranked #59.

Parallel Advisors first reported a position in VO in Q4 2016 and has held it in 38 quarters since. The position peaked at $16.2M in Q3 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Parallel Advisors held 221,716 shares of Vanguard Morningstar Mid-Cap ETF worth $15.9M as of Q1 2026.
  • Parallel Advisors bought 1,300 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $96.6K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.29% of Parallel Advisors's portfolio in Q1 2026, its #59 holding.
  • Parallel Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2016 and has held it in 38 quarters since.
  • Parallel Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $16.2M in Q3 2025.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.