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

PFW 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	$2.28M	Sell	29,032 -331	-1%	-$26.9K	0.68%	27
2026 Q2	$2.37M	Sell	29,363 -2,493	-8%	-$193K	0.69%	26
2026 Q1	$2.29M	Sell	31,856 -5,460	-15%	-$406K	0.72%	28
2025 Q4	$2.71M	Sell	37,316 -288	-0.8%	-$21K	0.82%	24
2025 Q3	$2.76M	Sell	37,604 -196	-0.5%	-$14.1K	0.82%	24
2025 Q2	$2.64M	Sell	37,800 -2,892	-7%	-$190K	0.81%	26
2025 Q1	$2.63M	Buy	40,692 +360	+0.9%	+$24.2K	0.82%	27
2024 Q4	$2.66M	Buy	+40,332	New	+$2.74M	0.82%	25
2024 Q2	$2.4M	Sell	39,672 -140	-0.4%	-$8.51K	0.76%	28
2024 Q1	$2.49M	Buy	39,812 +20	+0.1%	+$1.18K	0.76%	30
2023 Q4	$2.31M	Buy	39,792 +104	+0.3%	+$5.56K	0.74%	28
2023 Q3	$2.07M	Hold	39,688	–	–	0.73%	33
2023 Q2	$2.19M	Buy	+39,688	New	+$2.08M	0.73%	31
2019 Q3	$2.61M	Buy	+39,632	New	+$1.66M	0.79%	26

Other funds holding VO

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 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

PFW Advisors's VO Position: Q3 2026 in Review

PFW Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.1% in Q3 2026, selling an estimated $26.9K and leaving 29,032 shares worth $2.28M. The position accounts for 0.68% of the portfolio, ranked #27.

PFW Advisors first reported a position in VO in Q3 2019 and has held it in 14 quarters since. The position peaked at $2.76M in Q3 2025. 1,250 funds tracked by Wall St. Rank hold VO as of Q3 2026.

PFW Advisors held 29,032 shares of Vanguard Morningstar Mid-Cap ETF worth $2.28M as of Q3 2026.
PFW Advisors sold 331 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $26.9K.
Vanguard Morningstar Mid-Cap ETF made up 0.68% of PFW Advisors's portfolio in Q3 2026, its #27 holding.
PFW Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2019 and has held it in 14 quarters since.
PFW Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $2.76M in Q3 2025.
1,250 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.