PFS Partners
VO icon

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
Q3 		$33.8K Sell
431
-59
-12% -$4.8K 0.01% 262
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

Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

PFS Partners's VO Position: Q3 2026 in Review

PFS Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 12% in Q3 2026, selling an estimated $4.8K and leaving 431 shares worth $33.8K. The position accounts for 0.01% of the portfolio, ranked #262.

PFS Partners first reported a position in VO in Q4 2021 and has held it in 20 quarters since. The position peaked at $63.5K in Q4 2021. 866 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • PFS Partners held 431 shares of Vanguard Morningstar Mid-Cap ETF worth $33.8K as of Q3 2026.
  • PFS Partners sold 59 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $4.8K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of PFS Partners's portfolio in Q3 2026, its #262 holding.
  • PFS Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • PFS Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $63.5K in Q4 2021.
  • 866 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on PFS Partners's 13F filing for Q3 2026, filed 21 Oct 2026.