PFW Advisors’s Vanguard 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

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

PFW Advisors's VO Position: Q2 2026 in Review

PFW Advisors reduced its Vanguard 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. 658 funds tracked by Wall St. Rank hold VO as of Q2 2026.

PFW Advisors held 29,363 shares of Vanguard Mid-Cap ETF worth $2.37M as of Q2 2026.
PFW Advisors sold 2,493 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $193K.
Vanguard 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 Mid-Cap ETF in Q3 2019 and has held it in 13 quarters since.
PFW Advisors's Vanguard Mid-Cap ETF position peaked at $2.76M in Q3 2025.
658 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

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