Parcion Private Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Parcion Private Wealth’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	$359K	Sell	4,456 -628	-12%	-$48.7K	0.02%	336
2026 Q1	$365K	Buy	+5,084	New	+$378K	0.02%	298
2025 Q4	–	Sell	-6,116	Closed	-$449K	–	445
2025 Q3	$449K	Buy	6,116 +1,880	+44%	+$135K	0.03%	209
2025 Q2	$296K	Hold	4,236	–	–	0.02%	234
2025 Q1	$274K	Buy	+4,236	New	+$284K	0.02%	232
2022 Q4	–	Sell	-94,964	Closed	-$4.46M	–	223
2022 Q3	$4.46M	Buy	94,964 +3,800	+4%	+$199K	0.5%	51
2022 Q2	$4.71M	Buy	91,164 +57,536	+171%	+$3.11M	0.46%	53
2022 Q1	$2M	Sell	33,628 -12,400	-27%	-$727K	0.19%	86
2021 Q4	$2.81M	Sell	46,028 -47,732	-51%	-$2.99M	0.25%	76
2021 Q3	$5.8M	Buy	93,760 +10,596	+13%	+$640K	0.51%	52
2021 Q2	$4.93M	Buy	83,164 +10,820	+15%	+$627K	0.49%	57
2021 Q1	$4M	Buy	72,344 +50,368	+229%	+$2.73M	0.45%	62
2020 Q4	$1.14M	Sell	21,976 -37,524	-63%	-$1.82M	0.15%	96
2020 Q3	$2.65M	Buy	59,500 +33,368	+128%	+$1.45M	0.41%	59
2020 Q2	$1.09M	Sell	26,132 -6,212	-19%	-$238K	0.18%	83
2020 Q1	$1.06M	Buy	32,344 +23,992	+287%	+$994K	0.29%	65
2019 Q4	$372K	Buy	+8,352	New	+$359K	0.08%	140

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

Parcion Private Wealth's VO Position: Q2 2026 in Review

Parcion Private Wealth reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 12% in Q2 2026, selling an estimated $48.7K and leaving 4,456 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #336.

Parcion Private Wealth first reported a position in VO in Q4 2019 and has held it in 17 quarters since. The position peaked at $5.8M in Q3 2021. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Parcion Private Wealth held 4,456 shares of Vanguard Morningstar Mid-Cap ETF worth $359K as of Q2 2026.
Parcion Private Wealth sold 628 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $48.7K.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of Parcion Private Wealth's portfolio in Q2 2026, its #336 holding.
Parcion Private Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 17 quarters since.
Parcion Private Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $5.8M in Q3 2021.
2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.