Pekin Hardy Strauss’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Pekin Hardy Strauss’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	$376K	Sell	4,668 -56	-1%	-$4.34K	0.03%	357
2026 Q1	$339K	Buy	4,724 +1,088	+30%	+$80.8K	0.04%	357
2025 Q4	$264K	Buy	3,636 +60	+2%	+$4.37K	0.02%	378
2025 Q3	$263K	Hold	3,576	–	–	0.03%	347
2025 Q2	$250K	Buy	+3,576	New	+$235K	0.03%	317

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Pekin Hardy Strauss's VO Position: Q2 2026 in Review

Pekin Hardy Strauss reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.2% in Q2 2026, selling an estimated $4.34K and leaving 4,668 shares worth $376K. The position accounts for 0.03% of the portfolio, ranked #357.

Pekin Hardy Strauss first reported a position in VO in Q2 2025 and has held it in 5 quarters since. 2,489 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Pekin Hardy Strauss held 4,668 shares of Vanguard Morningstar Mid-Cap ETF worth $376K as of Q2 2026.
Pekin Hardy Strauss sold 56 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $4.34K.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Pekin Hardy Strauss's portfolio in Q2 2026, its #357 holding.
Pekin Hardy Strauss first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
2,489 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Pekin Hardy Strauss's 13F filing for Q2 2026, filed 30 Jul 2026.