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PGIM Custom Harvest’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

PGIM Custom Harvest’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 		$1.94M Sell
24,108
-1,144
-5% -$88.7K 0.02% 108
2026
Q1 		$1.81M Buy
25,252
+4,232
+20% +$314K 0.03% 106
2025
Q4 		$1.53M Sell
21,020
-3,844
-15% -$280K 0.02% 108
2025
Q3 		$1.83M Buy
24,864
+176
+0.7% +$12.6K 0.03% 99
2025
Q2 		$1.73M Sell
24,688
-600
-2% -$39.4K 0.04% 89
2025
Q1 		$1.63M Buy
25,288
+172
+0.7% +$11.5K 0.04% 88
2024
Q4 		$1.66M Buy
25,116
+1,888
+8% +$128K 0.03% 97
2024
Q3 		$1.53M Buy
23,228
+236
+1% +$14.8K 0.03% 96
2024
Q2 		$1.39M Buy
22,992
+1,084
+5% +$65.9K 0.03% 94
2024
Q1 		$1.37M Buy
21,908
+13,760
+169% +$813K 0.03% 94
2023
Q4 		$474K Buy
8,148
+1,500
+23% +$80.1K 0.01% 129
2023
Q3 		$346K Buy
6,648
+1,020
+18% +$55.9K 0.01% 134
2023
Q2 		$310K Hold
5,628
– – 0.01% 141
2023
Q1 		$297K Sell
5,628
-2,380
-30% -$127K 0.01% 158
2022
Q4 		$408K Buy
+8,008
New +$408K 0.02% 144
2021
Q3 		$236K Buy
+3,984
New +$241K 0.04% 177

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

PGIM Custom Harvest's VO Position: Q2 2026 in Review

PGIM Custom Harvest reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.5% in Q2 2026, selling an estimated $88.7K and leaving 24,108 shares worth $1.94M. The position accounts for 0.02% of the portfolio, ranked #108.

PGIM Custom Harvest first reported a position in VO in Q3 2021 and has held it in 16 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • PGIM Custom Harvest held 24,108 shares of Vanguard Morningstar Mid-Cap ETF worth $1.94M as of Q2 2026.
  • PGIM Custom Harvest sold 1,144 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $88.7K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.02% of PGIM Custom Harvest's portfolio in Q2 2026, its #108 holding.
  • PGIM Custom Harvest first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2021 and has held it in 16 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on PGIM Custom Harvest's 13F filing for Q2 2026, filed 13 Aug 2026.