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PFG Private Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

PFG Private Wealth Management’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
2025
Q2 		– Sell
-168
Closed -$10.9K – 246
2025
Q1 		$10.9K Hold
168
– – 0.01% 146
2024
Q4 		$11.1K Sell
168
-52
-24% -$3.53K 0.01% 132
2024
Q3 		$14.5K Hold
220
– – 0.01% 130
2024
Q2 		$13.3K Hold
220
– – 0.01% 129
2024
Q1 		$13.7K Hold
220
– – 0.01% 121
2023
Q4 		$12.8K Hold
220
– – 0.01% 117
2023
Q3 		$11.5K Hold
220
– – 0.01% 183
2023
Q2 		$12.1K Hold
220
– – 0.01% 202
2023
Q1 		$11.6K Sell
220
-36
-14% -$1.92K 0.01% 194
2022
Q4 		$13K Hold
256
– – 0.01% 177
2022
Q3 		$12K Sell
256
-2,664
-91% -$139K 0.01% 180
2022
Q2 		$144K Buy
2,920
+1,988
+213% +$107K 0.08% 74
2022
Q1 		$55K Sell
932
-336
-26% -$19.7K 0.03% 152
2021
Q4 		$81K Sell
1,268
-60,292
-98% -$3.78M 0.04% 141
2021
Q3 		$3.64M Buy
61,560
+3,128
+5% +$189K 2.13% 18
2021
Q2 		$3.47M Buy
58,432
+328
+0.6% +$19K 2.25% 18
2021
Q1 		$3.21M Buy
58,104
+2,308
+4% +$125K 2.21% 18
2020
Q4 		$2.88M Buy
55,796
+3,024
+6% +$146K 2.21% 18
2020
Q3 		$2.33M Buy
52,772
+144
+0.3% +$6.28K 2.03% 19
2020
Q2 		$2.16M Buy
+52,628
New +$2.02M 2.03% 19

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PFG Private Wealth Management's VO Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2025, closing a stake of 168 shares — an estimated $10.9K sold.

PFG Private Wealth Management first reported a position in VO in Q2 2020 and held it in 20 quarters. The position peaked at $3.64M in Q3 2021. 2,172 funds tracked by Wall St. Rank hold VO as of Q2 2025.

  • PFG Private Wealth Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 168 Vanguard Morningstar Mid-Cap ETF shares in Q2 2025, an estimated $10.9K.
  • PFG Private Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2020 and held it in 20 quarters.
  • PFG Private Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $3.64M in Q3 2021.
  • 2,172 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.