PIA
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Petredis Investment Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Petredis 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 		$12.7M Buy
157,232
+140
+0.1% +$10.9K 0.85% 27
2026
Q1 		$11.3M Buy
157,092
+248
+0.2% +$18.4K 0.92% 28
2025
Q4 		$11.4M Sell
156,844
-200
-0.1% -$14.5K 0.89% 26
2025
Q3 		$11.5M Buy
157,044
+1,072
+0.7% +$77K 0.92% 24
2025
Q2 		$10.9M Buy
+155,972
New +$10.2M 0.96% 23

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

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

Petredis Investment Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 0.09% in Q2 2026, buying an estimated $10.9K and bringing the position to 157,232 shares worth $12.7M. The position accounts for 0.85% of the portfolio, ranked #27.

Petredis Investment Advisors first reported a position in VO in Q2 2025 and has held it in 5 quarters since. 582 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Petredis Investment Advisors held 157,232 shares of Vanguard Mid-Cap ETF worth $12.7M as of Q2 2026.
  • Petredis Investment Advisors bought 140 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $10.9K.
  • Vanguard Mid-Cap ETF made up 0.85% of Petredis Investment Advisors's portfolio in Q2 2026, its #27 holding.
  • Petredis Investment Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 582 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Petredis Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.