PCM
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Pennsylvania Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Pennsylvania Capital 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
Q2 		$2.86M Buy
35,463
+7
+0% +$543 0.72% 26
2026
Q1 		$2.55M Hold
35,456
– – 0.73% 25
2025
Q4 		$2.57M Buy
35,456
+1,980
+6% +$144K 0.7% 24
2025
Q3 		$2.46M Hold
33,476
– – 0.72% 24
2025
Q2 		$2.34M Buy
33,476
+27,696
+479% +$1.82M 0.75% 26
2025
Q1 		$374K Buy
5,780
+1,432
+33% +$96.1K 0.14% 75
2024
Q4 		$287K Buy
4,348
+808
+23% +$54.9K 0.1% 84
2024
Q3 		$233K Buy
3,540
+4
+0.1% +$251 0.08% 91
2024
Q2 		$214K Hold
3,536
– – 0.08% 85
2024
Q1 		$221K Buy
3,536
+4
+0.1% +$236 0.09% 84
2023
Q4 		$205K Buy
+3,532
New +$189K 0.08% 89
2022
Q2 		– Sell
-3,948
Closed -$235K – 87
2022
Q1 		$235K Buy
3,948
+200
+5% +$11.7K 0.1% 77
2021
Q4 		$239K Buy
+3,748
New +$235K 0.08% 95

Other funds holding VO

JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Pennsylvania Capital Management's VO Position: Q2 2026 in Review

Pennsylvania Capital Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.02% in Q2 2026, buying an estimated $543 and bringing the position to 35,463 shares worth $2.86M. The position accounts for 0.72% of the portfolio, ranked #26.

Pennsylvania Capital Management first reported a position in VO in Q4 2021 and has held it in 13 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Pennsylvania Capital Management held 35,463 shares of Vanguard Morningstar Mid-Cap ETF worth $2.86M as of Q2 2026.
  • Pennsylvania Capital Management bought 7 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $543.
  • Vanguard Morningstar Mid-Cap ETF made up 0.72% of Pennsylvania Capital Management's portfolio in Q2 2026, its #26 holding.
  • Pennsylvania Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 13 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Pennsylvania Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.