PCA Investment Advisory Services’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
$3.48M Sell
43,214
-1,906
-4% -$148K 0.97% 25
2026
Q1
$3.24M Buy
45,120
+960
+2% +$71.3K 1.08% 23
2025
Q4
$3.2M Buy
44,160
+2,812
+7% +$205K 1.12% 23
2025
Q3
$3.04M Sell
41,348
-1,252
-3% -$89.9K 1.12% 24
2025
Q2
$2.98M Buy
42,600
+1,740
+4% +$114K 1.26% 22
2025
Q1
$2.64M Buy
40,860
+1,924
+5% +$129K 1.4% 20
2024
Q4
$2.57M Sell
38,936
-1,068
-3% -$72.5K 1.19% 18
2024
Q3
$2.64M Buy
40,004
+864
+2% +$54.2K 1.24% 18
2024
Q2
$2.37M Buy
39,140
+1,064
+3% +$64.7K 1.24% 18
2024
Q1
$2.38M Buy
38,076
+1,752
+5% +$104K 1.34% 18
2023
Q4
$2.11M Sell
36,324
-2,432
-6% -$130K 1.4% 18
2023
Q3
$2.02M Sell
38,756
-1,036
-3% -$56.8K 1.44% 17
2023
Q2
$2.19M Sell
39,792
-244
-0.6% -$12.8K 1.31% 17
2023
Q1
$2.11M Buy
+40,036
New +$2.13M 1.49% 17

Other funds holding VO

PCA Investment Advisory Services's VO Position: Q2 2026 in Review

PCA Investment Advisory Services reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.2% in Q2 2026, selling an estimated $148K and leaving 43,214 shares worth $3.48M. The position accounts for 0.97% of the portfolio, ranked #25.

PCA Investment Advisory Services first reported a position in VO in Q1 2023 and has held it in 14 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • PCA Investment Advisory Services held 43,214 shares of Vanguard Morningstar Mid-Cap ETF worth $3.48M as of Q2 2026.
  • PCA Investment Advisory Services sold 1,906 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $148K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.97% of PCA Investment Advisory Services's portfolio in Q2 2026, its #25 holding.
  • PCA Investment Advisory Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on PCA Investment Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.