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

Pasadena 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	$222K	Buy	+2,756	New	+$214K	0.03%	229
2025 Q4	–	Sell	-2,756	Closed	-$202K	–	287
2025 Q3	$202K	Sell	2,756 -636	-19%	-$45.7K	0.03%	193
2025 Q2	$237K	Buy	3,392 +40	+1%	+$2.63K	0.04%	167
2025 Q1	$217K	Buy	+3,352	New	+$225K	0.04%	171

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

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

Pasadena Private Wealth opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 2,756 shares worth $222K. The stake represents 0.03% of the portfolio and ranks #229 among its holdings. This is a return to the name: Pasadena Private Wealth previously reported a position in VO as recently as Q3 2025.

Pasadena Private Wealth first reported a position in VO in Q1 2025 and has held it in 4 quarters since. The position peaked at $237K in Q2 2025. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Pasadena Private Wealth held 2,756 shares of Vanguard Morningstar Mid-Cap ETF worth $222K as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new Pasadena Private Wealth position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Pasadena Private Wealth's portfolio in Q2 2026, its #229 holding.
Pasadena Private Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 4 quarters since.
Pasadena Private Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $237K in Q2 2025.
2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.