Pension & Wealth Management Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Pension & Wealth Management Advisors’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	$2.96M	Buy	36,719 +3	+0%	+$233	0.8%	20
2026 Q1	$2.64M	Sell	36,716 -336	-0.9%	-$25K	0.78%	20
2025 Q4	$2.69M	Sell	37,052 -564	-1%	-$41K	0.8%	21
2025 Q3	$2.76M	Buy	37,616 +136	+0.4%	+$9.77K	0.87%	21
2025 Q2	$2.62M	Buy	37,480 +348	+0.9%	+$22.8K	0.88%	21
2025 Q1	$2.4M	Buy	37,132 +11,968	+48%	+$803K	0.89%	22
2024 Q4	$1.66M	Buy	25,164 +24,432	+3,338%	+$1.66M	0.66%	25
2024 Q3	$48.3K	Hold	732	–	–	0.02%	224
2024 Q2	$44.3K	Hold	732	–	–	0.03%	213
2024 Q1	$45.7K	Hold	732	–	–	0.03%	202
2023 Q4	$42.6K	Sell	732 -192	-21%	-$10.3K	0.03%	191
2023 Q3	$48.1K	Hold	924	–	–	0.03%	161
2023 Q2	$50.9K	Hold	924	–	–	0.04%	160
2023 Q1	$48.7K	Hold	924	–	–	0.04%	160
2022 Q4	$47.1K	Buy	+924	New	+$47.1K	0.04%	158

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

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Pension & Wealth Management Advisors's VO Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.01% in Q2 2026, buying an estimated $233 and bringing the position to 36,719 shares worth $2.96M. The position accounts for 0.8% of the portfolio, ranked #20.

Pension & Wealth Management Advisors first reported a position in VO in Q4 2022 and has held it in 15 quarters since. 2,407 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Pension & Wealth Management Advisors held 36,719 shares of Vanguard Morningstar Mid-Cap ETF worth $2.96M as of Q2 2026.
Pension & Wealth Management Advisors bought 3 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $233.
Vanguard Morningstar Mid-Cap ETF made up 0.8% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #20 holding.
Pension & Wealth Management Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,407 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.