Perennial Investment Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Perennial Investment 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	$4.69M	Buy	58,255 +11,487	+25%	+$891K	0.31%	61
2026 Q1	$3.36M	Buy	46,768 +2,856	+7%	+$212K	0.27%	79
2025 Q4	$3.19M	Buy	43,912 +244	+0.6%	+$17.7K	0.25%	82
2025 Q3	$3.21M	Buy	43,668 +8,048	+23%	+$578K	0.26%	76
2025 Q2	$2.49M	Buy	35,620 +8,260	+30%	+$542K	0.24%	86
2025 Q1	$1.77M	Buy	27,360 +344	+1%	+$23.1K	0.2%	93
2024 Q4	$1.78M	Buy	27,016 +3,444	+15%	+$234K	0.21%	86
2024 Q3	$1.55M	Buy	23,572 +1,416	+6%	+$88.9K	0.2%	89
2024 Q2	$1.34M	Buy	22,156 +892	+4%	+$54.2K	0.19%	88
2024 Q1	$1.33M	Buy	21,264 +1,756	+9%	+$104K	0.2%	85
2023 Q4	$1.13M	Buy	19,508 +1,984	+11%	+$106K	0.19%	96
2023 Q3	$912K	Buy	17,524 +780	+5%	+$42.8K	0.16%	108
2023 Q2	$922K	Buy	16,744 +1,224	+8%	+$64.2K	0.16%	111
2023 Q1	$818K	Buy	15,520 +4,832	+45%	+$257K	0.15%	115
2022 Q4	$545K	Buy	10,688 +2,588	+32%	+$132K	0.22%	94
2022 Q3	$381K	Buy	+8,100	New	+$423K	0.17%	110

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

Perennial Investment Advisors's VO Position: Q2 2026 in Review

Perennial Investment Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 25% in Q2 2026, buying an estimated $891K and bringing the position to 58,255 shares worth $4.69M. The position accounts for 0.31% of the portfolio, ranked #61.

Perennial Investment Advisors first reported a position in VO in Q3 2022 and has held it in 16 quarters since. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Perennial Investment Advisors held 58,255 shares of Vanguard Morningstar Mid-Cap ETF worth $4.69M as of Q2 2026.
Perennial Investment Advisors bought 11,487 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $891K.
Vanguard Morningstar Mid-Cap ETF made up 0.31% of Perennial Investment Advisors's portfolio in Q2 2026, its #61 holding.
Perennial Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.