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Pathway Financial Advisers’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Pathway Financial Advisers’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
2025
Q4 		– Sell
-724
Closed -$52.9K – 348
2025
Q3 		$52.9K Buy
+724
New +$52K 0.02% 226
2025
Q1 		– Sell
-716
Closed -$47.2K – 408
2024
Q4 		$47.2K Buy
716
+4
+0.6% +$272 0.02% 239
2024
Q3 		$46.9K Buy
712
+4
+0.6% +$251 0.02% 190
2024
Q2 		$42.7K Buy
708
+4
+0.6% +$243 0.02% 239
2024
Q1 		$44.1K Hold
704
– – 0.02% 239
2023
Q4 		$40.9K Buy
704
+4
+0.6% +$214 0.02% 239
2023
Q3 		$36.4K Buy
+700
New +$38.4K 0.02% 243
2023
Q1 		$36.6K Sell
696
-372
-35% -$19.8K 0.01% 251
2022
Q4 		$54.5K Buy
+1,068
New +$54.4K 0.02% 240

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pathway Financial Advisers's VO Position: Q4 2025 in Review

Pathway Financial Advisers sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2025, closing a stake of 724 shares — an estimated $52.9K sold.

Pathway Financial Advisers first reported a position in VO in Q4 2022 and held it in 9 quarters. The position peaked at $54.5K in Q4 2022. 2,369 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • Pathway Financial Advisers reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 724 Vanguard Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $52.9K.
  • Pathway Financial Advisers first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and held it in 9 quarters.
  • Pathway Financial Advisers's Vanguard Morningstar Mid-Cap ETF position peaked at $54.5K in Q4 2022.
  • 2,369 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.