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Pathfinder Wealth Consulting’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Pathfinder Wealth Consulting’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 		– Sell
-34,072
Closed -$2.45M – 150
2026
Q1 		$2.45M Buy
34,072
+524
+2% +$38.9K 1.59% 17
2025
Q4 		$2.43M Buy
+33,548
New +$2.44M 1.54% 19

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Pathfinder Wealth Consulting's VO Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 34,072 shares — an estimated $2.45M sold.

Pathfinder Wealth Consulting first reported a position in VO in Q4 2025 and held it in 2 quarters. The position peaked at $2.45M in Q1 2026. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Pathfinder Wealth Consulting reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Pathfinder Wealth Consulting sold 34,072 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.45M.
  • Pathfinder Wealth Consulting first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and held it in 2 quarters.
  • Pathfinder Wealth Consulting's Vanguard Morningstar Mid-Cap ETF position peaked at $2.45M in Q1 2026.
  • 2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q2 2026.