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

Physician Wealth 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	$709K	Buy	8,800 +680	+8%	+$52.7K	0.08%	96
2026 Q1	$583K	Buy	8,120 +48	+0.6%	+$3.57K	0.08%	98
2025 Q4	$586K	Sell	8,072 -1,112	-12%	-$80.9K	0.08%	94
2025 Q3	$674K	Sell	9,184 -128	-1%	-$9.19K	0.1%	87
2025 Q2	$651K	Sell	9,312 -260	-3%	-$17.1K	0.1%	83
2025 Q1	$619K	Buy	9,572 +388	+4%	+$26K	0.11%	86
2024 Q4	$607K	Buy	9,184 +1,752	+24%	+$119K	0.1%	86
2024 Q3	$498K	Buy	7,432 +3,636	+96%	+$228K	0.09%	96
2024 Q2	$240K	Sell	3,796 -612	-14%	-$37.2K	0.04%	153
2024 Q1	$260K	Buy	4,408 +8	+0.2%	+$473	0.05%	135
2023 Q4	$254K	Sell	4,400 -800	-15%	-$42.7K	0.06%	135
2023 Q3	$271K	Buy	5,200 +580	+13%	+$31.8K	0.07%	114
2023 Q2	$255K	Buy	4,620 +32	+0.7%	+$1.68K	0.06%	132
2023 Q1	$242K	Sell	4,588 -88	-2%	-$4.68K	0.06%	133
2022 Q4	$252K	Buy	4,676 +56	+1%	+$2.85K	0.07%	129
2022 Q3	$230K	Buy	4,620 +12	+0.3%	+$627	0.07%	131
2022 Q2	$248K	Sell	4,608 -836	-15%	-$45.2K	0.07%	127
2022 Q1	$309K	Sell	5,444 -224	-4%	-$13.1K	0.08%	117
2021 Q4	$349K	Buy	5,668 +32	+0.6%	+$2.01K	0.09%	111
2021 Q3	$349K	Buy	5,636 +8	+0.1%	+$483	0.1%	107
2021 Q2	$334K	Buy	5,628 +28	+0.5%	+$1.62K	0.1%	111
2021 Q1	$316K	Buy	5,600 +4	+0.1%	+$217	0.1%	105
2020 Q4	$309K	Buy	5,596 +20	+0.4%	+$968	0.11%	105
2020 Q3	$250K	Sell	5,576 -56	-1%	-$2.44K	0.1%	111
2020 Q2	$250K	Sell	5,632 -84	-1%	-$3.22K	0.1%	111
2020 Q1	$205K	Buy	5,716 +1,048	+22%	+$43.4K	0.1%	101
2019 Q4	$211K	Buy	4,668 +16	+0.3%	+$687	0.09%	111
2019 Q3	$203K	Buy	+4,652	New	+$194K	0.1%	102

Other funds holding VO

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

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

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Physician Wealth Advisors's VO Position: Q2 2026 in Review

Physician Wealth Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8.4% in Q2 2026, buying an estimated $52.7K and bringing the position to 8,800 shares worth $709K. The position accounts for 0.08% of the portfolio, ranked #96.

Physician Wealth Advisors first reported a position in VO in Q3 2019 and has held it in 28 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Physician Wealth Advisors held 8,800 shares of Vanguard Morningstar Mid-Cap ETF worth $709K as of Q2 2026.
Physician Wealth Advisors bought 680 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $52.7K.
Vanguard Morningstar Mid-Cap ETF made up 0.08% of Physician Wealth Advisors's portfolio in Q2 2026, its #96 holding.
Physician Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2019 and has held it in 28 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.