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PFS Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

PFS Partners’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 		$39.5K Buy
490
+2
+0.4% +$155 0.02% 231
2026
Q1 		$35.1K Sell
488
-264
-35% -$19.6K 0.02% 220
2025
Q4 		$54.5K Buy
752
+8
+1% +$582 0.02% 175
2025
Q3 		$54.7K Hold
744
– – 0.03% 165
2025
Q2 		$51.9K Hold
744
– – 0.03% 159
2025
Q1 		$48K Buy
744
+4
+0.5% +$268 0.03% 150
2024
Q4 		$48.8K Buy
740
+4
+0.5% +$272 0.03% 149
2024
Q3 		$48.6K Buy
736
+4
+0.5% +$251 0.03% 137
2024
Q2 		$44.2K Hold
732
– – 0.03% 130
2024
Q1 		$45.6K Buy
732
+4
+0.5% +$236 0.03% 122
2023
Q4 		$42.3K Buy
728
+4
+0.6% +$214 0.03% 131
2023
Q3 		$37.7K Sell
724
-148
-17% -$8.12K 0.03% 118
2023
Q2 		$47.9K Sell
872
-144
-14% -$7.55K 0.04% 106
2023
Q1 		$53.6K Buy
1,016
+4
+0.4% +$213 0.05% 91
2022
Q4 		$51.6K Buy
1,012
+4
+0.4% +$204 0.05% 90
2022
Q3 		$47.4K Buy
1,008
+4
+0.4% +$209 0.05% 87
2022
Q2 		$49.4K Buy
1,004
+4
+0.4% +$216 0.05% 86
2022
Q1 		$59.5K Buy
1,000
+4
+0.4% +$235 0.05% 82
2021
Q4 		$63.5K Buy
+996
New +$62.4K 0.05% 81

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

PFS Partners's VO Position: Q2 2026 in Review

PFS Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.41% in Q2 2026, buying an estimated $155 and bringing the position to 490 shares worth $39.5K. The position accounts for 0.02% of the portfolio, ranked #231.

PFS Partners first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $63.5K in Q4 2021. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • PFS Partners held 490 shares of Vanguard Morningstar Mid-Cap ETF worth $39.5K as of Q2 2026.
  • PFS Partners bought 2 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $155.
  • Vanguard Morningstar Mid-Cap ETF made up 0.02% of PFS Partners's portfolio in Q2 2026, its #231 holding.
  • PFS Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • PFS Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $63.5K in Q4 2021.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.