Pathway Financial Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $47.5M | Buy |
590,098
+1,754
| +0.3% | +$136K | 5.54% | 4 |
|
|
2026
Q1 | $42.6M | Buy |
588,344
+17,128
| +3% | +$1.27M | 5.28% | 4 |
|
|
2025
Q4 | $42.8M | Buy |
571,216
+33,116
| +6% | +$2.41M | 5.37% | 4 |
|
|
2025
Q3 | $39.5M | Buy |
538,100
+52,292
| +11% | +$3.76M | 5.27% | 4 |
|
|
2025
Q2 | $34M | Buy |
485,808
+102,916
| +27% | +$6.76M | 4.97% | 4 |
|
|
2025
Q1 | $24.8M | Buy |
382,892
+44,788
| +13% | +$3.01M | 4.46% | 4 |
|
|
2024
Q4 | $22.3M | Buy |
338,104
+5,236
| +2% | +$355K | 5.14% | 4 |
|
|
2024
Q3 | $22M | Buy |
332,868
+18,444
| +6% | +$1.16M | 5.63% | 4 |
|
|
2024
Q2 | $19M | Buy |
314,424
+772
| +0.2% | +$46.9K | 5.14% | 4 |
|
|
2024
Q1 | $19.6M | Buy |
313,652
+4,364
| +1% | +$258K | 5.3% | 4 |
|
|
2023
Q4 | $18M | Buy |
309,288
+12,116
| +4% | +$647K | 5.19% | 4 |
|
|
2023
Q3 | $15.5M | Buy |
297,172
+2,860
| +1% | +$157K | 5.29% | 4 |
|
|
2023
Q2 | $16.2M | Buy |
294,312
+1,596
| +0.5% | +$83.7K | 5.28% | 4 |
|
|
2023
Q1 | $15.4M | Buy |
292,716
+5,600
| +2% | +$298K | 5.22% | 4 |
|
|
2022
Q4 | $14.6M | Sell |
287,116
-29,860
| -9% | -$1.52M | 4.52% | 5 |
|
|
2022
Q3 | $14.9M | Buy |
316,976
+16,464
| +5% | +$860K | 5.13% | 4 |
|
|
2022
Q2 | $14.8M | Buy |
300,512
+27,804
| +10% | +$1.5M | 6.16% | 4 |
|
|
2022
Q1 | $16.2M | Buy |
272,708
+3,820
| +1% | +$224K | 6.07% | 4 |
|
|
2021
Q4 | $15.8M | Buy |
+268,888
| New | +$16.9M | 5.63% | 4 |
|
|
2021
Q1 | $15.5M | Buy |
269,396
+2,816
| +1% | +$153K | 6.11% | 4 |
|
|
2020
Q4 | $14.4M | Buy |
266,580
+12,684
| +5% | +$614K | 6% | 4 |
|
|
2020
Q3 | $11.3M | Buy |
253,896
+12,000
| +5% | +$523K | 4.37% | 6 |
|
|
2020
Q2 | $9.91M | Buy |
241,896
+20,360
| +9% | +$780K | 2.98% | 6 |
|
|
2020
Q1 | $6.89M | Sell |
221,536
-6,432
| -3% | -$266K | 2.3% | 7 |
|
|
2019
Q4 | $10.4M | Sell |
227,968
-10,776
| -5% | -$463K | 2.95% | 5 |
|
|
2019
Q3 | $10.2M | Sell |
238,744
-6,364
| -3% | -$266K | 2.93% | 6 |
|
|
2019
Q2 | $10.2M | Buy |
245,108
+2,788
| +1% | +$114K | 3.02% | 5 |
|
|
2019
Q1 | $9.74M | Buy |
242,320
+17,512
| +8% | +$674K | 3.03% | 5 |
|
|
2018
Q4 | $7.77M | Sell |
224,808
-140
| -0.1% | -$5.26K | 4.37% | 6 |
|
|
2018
Q3 | $8.04M | Buy |
224,948
+12,376
| +6% | +$505K | 4.47% | 6 |
|
|
2018
Q2 | $8.38M | Buy |
212,572
+3,008
| +1% | +$118K | 4.92% | 5 |
|
|
2018
Q1 | $8.08M | Buy |
209,564
+5,508
| +3% | +$217K | 4.72% | 5 |
|
|
2017
Q4 | $7.9M | Buy |
+204,056
| New | +$7.7M | 4.56% | 5 |
|
Other funds holding VO
Pathway Financial Advisors's VO Position: Q2 2026 in Review
Pathway Financial Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.3% in Q2 2026, buying an estimated $136K and bringing the position to 590,098 shares worth $47.5M. The position accounts for 5.54% of the portfolio, ranked #4.
Pathway Financial Advisors first reported a position in VO in Q4 2017 and has held it in 33 quarters since. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Pathway Financial Advisors held 590,098 shares of Vanguard Morningstar Mid-Cap ETF worth $47.5M as of Q2 2026.
- Pathway Financial Advisors bought 1,754 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $136K.
- Vanguard Morningstar Mid-Cap ETF made up 5.54% of Pathway Financial Advisors's portfolio in Q2 2026, its #4 holding.
- Pathway Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and has held it in 33 quarters since.
- 2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.