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 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%	-$20.9K	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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PFW Advisors's VO Position: Q2 2026 in Review

PFW Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 7.8% in Q2 2026, selling an estimated $193K and leaving 29,363 shares worth $2.37M. The position accounts for 0.69% of the portfolio, ranked #26.

PFW Advisors first reported a position in VO in Q3 2019 and has held it in 13 quarters since. The position peaked at $2.76M in Q3 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

PFW Advisors held 29,363 shares of Vanguard Morningstar Mid-Cap ETF worth $2.37M as of Q2 2026.
PFW Advisors sold 2,493 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $193K.
Vanguard Morningstar Mid-Cap ETF made up 0.69% of PFW Advisors's portfolio in Q2 2026, its #26 holding.
PFW Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2019 and has held it in 13 quarters since.
PFW Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $2.76M in Q3 2025.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.