Perennial Investment Advisors’s Vanguard 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 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Perennial Investment Advisors's VO Position: Q1 2026 in Review

Perennial Investment Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 6.5% in Q1 2026, buying an estimated $212K and bringing the position to 46,768 shares worth $3.36M. The position accounts for 0.27% of the portfolio, ranked #79.

Perennial Investment Advisors first reported a position in VO in Q3 2022 and has held it in 15 quarters since. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Perennial Investment Advisors held 46,768 shares of Vanguard Mid-Cap ETF worth $3.36M as of Q1 2026.
Perennial Investment Advisors bought 2,856 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $212K.
Vanguard Mid-Cap ETF made up 0.27% of Perennial Investment Advisors's portfolio in Q1 2026, its #79 holding.
Perennial Investment Advisors first reported a position in Vanguard Mid-Cap ETF in Q3 2022 and has held it in 15 quarters since.
2,389 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.