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

PFG 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 Q3	$2.7M	Sell	34,470 -1,292	-4%	-$105K	0.14%	182
2026 Q2	$2.88M	Sell	35,762 -1,262	-3%	-$97.8K	0.15%	176
2026 Q1	$2.66M	Buy	37,024 +564	+2%	+$41.9K	0.13%	198
2025 Q4	$2.65M	Sell	36,460 -20,716	-36%	-$1.51M	0.13%	189
2025 Q3	$4.2M	Buy	+57,176	New	+$4.11M	0.17%	153
2025 Q2	–	Sell	-43,024	Closed	-$2.78M	–	771
2025 Q1	$2.78M	Buy	43,024 +400	+0.9%	+$26.8K	0.16%	172
2024 Q4	$2.81M	Buy	42,624 +524	+1%	+$35.6K	0.17%	143
2024 Q3	$2.78M	Sell	42,100 -612	-1%	-$38.4K	0.18%	140
2024 Q2	$2.59M	Buy	42,712 +1,928	+5%	+$117K	0.17%	146
2024 Q1	$2.55M	Buy	40,784 +2,896	+8%	+$171K	0.19%	140
2023 Q4	$2.2M	Sell	37,888 -164	-0.4%	-$8.76K	0.18%	149
2023 Q3	$1.98M	Sell	38,052 -5,164	-12%	-$283K	0.18%	140
2023 Q2	$2.38M	Sell	43,216 -1,904	-4%	-$100K	0.18%	143
2023 Q1	$2.38M	Sell	45,120 -1,496	-3%	-$79.6K	0.2%	138
2022 Q4	$2.38M	Buy	46,616 +1,052	+2%	+$53.6K	0.23%	122
2022 Q3	$2.14M	Sell	45,564 -1,370,536	-97%	-$71.6M	0.24%	115
2022 Q2	$56.6M	Buy	+1,416,100	New	+$76.5M	6.4%	2
2022 Q1	–	Sell	-64,620	Closed	-$4.12M	–	543
2021 Q4	$4.12M	Buy	64,620 +5,840	+10%	+$366K	0.41%	49
2021 Q3	$3.48M	Buy	58,780 +4,076	+7%	+$246K	0.38%	52
2021 Q2	$3.25M	Sell	54,704 -616	-1%	-$35.7K	0.37%	62
2021 Q1	$3.06M	Buy	55,320 +2,392	+5%	+$130K	0.39%	63
2020 Q4	$2.74M	Buy	52,928 +3,204	+6%	+$155K	0.46%	55
2020 Q3	$2.27M	Buy	49,724 +22,992	+86%	+$1M	0.44%	59
2020 Q2	$1.11M	Buy	26,732 +7,440	+39%	+$285K	0.25%	119
2020 Q1	$695K	Buy	19,292 +572	+3%	+$23.7K	0.19%	142
2019 Q4	$836K	Sell	18,720 -264	-1%	-$11.3K	0.21%	138
2019 Q3	$777K	Sell	18,984 -472	-2%	-$19.7K	0.21%	136
2019 Q2	$833K	Sell	19,456 -1,136	-6%	-$46.5K	0.23%	132
2019 Q1	$858K	Sell	20,592 -2,576	-11%	-$99.1K	0.26%	116
2018 Q4	$906K	Buy	+23,168	New	+$870K	0.28%	109

Other funds holding VO

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

PFG Advisors's VO Position: Q3 2026 in Review

PFG Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.6% in Q3 2026, selling an estimated $105K and leaving 34,470 shares worth $2.7M. The position accounts for 0.14% of the portfolio, ranked #182.

PFG Advisors first reported a position in VO in Q4 2018 and has held it in 30 quarters since. The position peaked at $56.6M in Q2 2022. 1,061 funds tracked by Wall St. Rank hold VO as of Q3 2026.

PFG Advisors held 34,470 shares of Vanguard Morningstar Mid-Cap ETF worth $2.7M as of Q3 2026.
PFG Advisors sold 1,292 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $105K.
Vanguard Morningstar Mid-Cap ETF made up 0.14% of PFG Advisors's portfolio in Q3 2026, its #182 holding.
PFG Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
PFG Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $56.6M in Q2 2022.
1,061 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.