Pine Ridge Advisers’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Pine Ridge Advisers’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	$98.7M	Hold	1,224,488	–	–	5.95%	4
2026 Q1	$87.9M	Hold	1,224,488	–	–	5.41%	4
2025 Q4	$88.8M	Hold	1,224,488	–	–	5.3%	5
2025 Q3	$89.9M	Sell	1,224,488 -30,640	-2%	-$2.2M	5.35%	5
2025 Q2	$87.8M	Buy	1,255,128 +5,000	+0.4%	+$328K	5.53%	4
2025 Q1	$80.8M	Buy	1,250,128 +539,480	+76%	+$36.2M	6.92%	3
2024 Q4	$46.9M	Buy	710,648 +213,200	+43%	+$14.5M	4.17%	7
2024 Q3	$32.8M	Buy	497,448 +1,068	+0.2%	+$67.1K	3.27%	7
2024 Q2	$30M	Buy	496,380 +209,664	+73%	+$12.7M	3.2%	7
2024 Q1	$17.9M	Buy	286,716 +5,720	+2%	+$338K	2.09%	9
2023 Q4	$16.3M	Buy	280,996 +11,740	+4%	+$627K	2.88%	6
2023 Q3	$14M	Buy	269,256 +3,600	+1%	+$197K	2.96%	6
2023 Q2	$14.6M	Buy	265,656 +812	+0.3%	+$42.6K	3.23%	6
2023 Q1	$14M	Buy	264,844 +5,620	+2%	+$299K	2.92%	10
2022 Q4	$13.2M	Buy	259,224 +124,324	+92%	+$6.33M	3.5%	7
2022 Q3	$6.34M	Hold	134,900	–	–	1.96%	10
2022 Q2	$6.64M	Hold	134,900	–	–	2.16%	9
2022 Q1	$8.02M	Hold	134,900	–	–	2.18%	10
2021 Q4	$8.59M	Hold	134,900	–	–	2.36%	12
2021 Q3	$7.99M	Hold	134,900	–	–	2.25%	13
2021 Q2	$8.01M	Hold	134,900	–	–	2.69%	10
2021 Q1	$7.46M	Hold	134,900	–	–	2.93%	10
2020 Q4	$6.97M	Buy	+134,900	New	+$6.53M	2.95%	10

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

Pine Ridge Advisers's VO Position: Q2 2026 in Review

Pine Ridge Advisers held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 1,224,488 shares worth $98.7M. The position accounts for 5.95% of the portfolio, ranked #4.

Pine Ridge Advisers first reported a position in VO in Q4 2020 and has held it in 23 quarters since. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Pine Ridge Advisers held 1,224,488 shares of Vanguard Morningstar Mid-Cap ETF worth $98.7M as of Q2 2026.
Pine Ridge Advisers left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 5.95% of Pine Ridge Advisers's portfolio in Q2 2026, its #4 holding.
Pine Ridge Advisers first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Pine Ridge Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.