PCG Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

PCG Asset Management’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 Q3	–	Sell	-10,494	Closed	-$846K	–	142
2026 Q2	$846K	Buy	10,494 +442	+4%	+$34.3K	0.61%	38
2026 Q1	$722K	Buy	10,052 +5,228	+108%	+$388K	0.58%	43
2025 Q4	$351K	Buy	4,824 +292	+6%	+$21.2K	0.28%	61
2025 Q3	$333K	Buy	4,532 +200	+5%	+$14.4K	0.27%	62
2025 Q2	$303K	Buy	4,332 +68	+2%	+$4.46K	0.26%	63
2025 Q1	$276K	Buy	4,264 +1,160	+37%	+$77.8K	0.26%	65
2024 Q4	$205K	Buy	+3,104	New	+$211K	0.18%	78

Other funds holding VO

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PCG Asset Management's VO Position: Q3 2026 in Review

PCG Asset Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2026, closing a stake of 10,494 shares — an estimated $846K sold.

PCG Asset Management first reported a position in VO in Q4 2024 and held it in 7 quarters. The position peaked at $846K in Q2 2026. 1,757 funds tracked by Wall St. Rank hold VO as of Q3 2026.

PCG Asset Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q3 2026 after selling out during the quarter.
PCG Asset Management sold 10,494 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $846K.
PCG Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and held it in 7 quarters.
PCG Asset Management's Vanguard Morningstar Mid-Cap ETF position peaked at $846K in Q2 2026.
1,757 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on PCG Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.