Pin Oak Investment Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Pin Oak Investment 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	$43K	Hold	532	–	–	0.03%	232
2026 Q1	$38K	Hold	532	–	–	0.03%	237
2025 Q4	$40K	Hold	532	–	–	0.03%	235
2025 Q3	$39.2K	Hold	532	–	–	0.03%	228
2025 Q2	$34K	Hold	532	–	–	0.03%	227
2025 Q1	$34K	Hold	532	–	–	0.03%	219
2024 Q4	$35K	Hold	532	–	–	0.03%	218
2024 Q3	$35K	Buy	+532	New	+$33.4K	0.03%	219
2018 Q2	–	Sell	-1,216	Closed	-$47K	–	448
2018 Q1	$47K	Buy	+1,216	New	+$47.9K	0.04%	194

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

Pin Oak Investment Advisors's VO Position: Q2 2026 in Review

Pin Oak Investment Advisors held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 532 shares worth $43K. The position accounts for 0.03% of the portfolio, ranked #232.

Pin Oak Investment Advisors first reported a position in VO in Q1 2018 and has held it in 9 quarters since. The position peaked at $47K in Q1 2018. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Pin Oak Investment Advisors held 532 shares of Vanguard Morningstar Mid-Cap ETF worth $43K as of Q2 2026.
Pin Oak Investment Advisors left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #232 holding.
Pin Oak Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2018 and has held it in 9 quarters since.
Pin Oak Investment Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $47K in Q1 2018.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.