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

PFG Investments’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 		$3.28M Buy
40,752
+192
+0.5% +$14.9K 0.13% 144
2026
Q1 		$2.91M Buy
40,560
+992
+3% +$73.7K 0.14% 137
2025
Q4 		$2.87M Buy
39,568
+1,024
+3% +$74.5K 0.14% 135
2025
Q3 		$2.83M Buy
38,544
+3,664
+11% +$263K 0.15% 127
2025
Q2 		$2.44M Buy
34,880
+5,948
+21% +$390K 0.14% 134
2025
Q1 		$1.87M Buy
28,932
+968
+3% +$65K 0.12% 173
2024
Q4 		$1.85M Buy
27,964
+3,004
+12% +$204K 0.11% 171
2024
Q3 		$1.65M Buy
24,960
+4,772
+24% +$300K 0.11% 190
2024
Q2 		$1.22M Sell
20,188
-11,552
-36% -$702K 0.09% 220
2024
Q1 		$1.98M Buy
31,740
+19,644
+162% +$1.16M 0.12% 192
2023
Q4 		$703K Sell
12,096
-308
-2% -$16.5K 0.13% 177
2023
Q3 		$646K Buy
12,404
+3,584
+41% +$197K 0.12% 188
2023
Q2 		$485K Buy
8,820
+104
+1% +$5.45K 0.09% 251
2023
Q1 		$460K Buy
+8,716
New +$464K 0.09% 250

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PFG Investments's VO Position: Q2 2026 in Review

PFG Investments increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.47% in Q2 2026, buying an estimated $14.9K and bringing the position to 40,752 shares worth $3.28M. The position accounts for 0.13% of the portfolio, ranked #144.

PFG Investments first reported a position in VO in Q1 2023 and has held it in 14 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • PFG Investments held 40,752 shares of Vanguard Morningstar Mid-Cap ETF worth $3.28M as of Q2 2026.
  • PFG Investments bought 192 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $14.9K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.13% of PFG Investments's portfolio in Q2 2026, its #144 holding.
  • PFG Investments first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.