PVI
VO icon

Pine Valley Investments’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Pine Valley Investments’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 		$4.85M Buy
60,235
+95
+0.2% +$7.37K 0.19% 116
2026
Q1 		$4.32M Sell
60,140
-540
-0.9% -$40.1K 0.2% 118
2025
Q4 		$4.4M Buy
60,680
+188
+0.3% +$13.7K 0.2% 114
2025
Q3 		$4.44M Buy
60,492
+3,684
+6% +$265K 0.22% 109
2025
Q2 		$3.97M Sell
56,808
-308
-0.5% -$20.2K 0.22% 115
2025
Q1 		$3.69M Buy
57,116
+532
+0.9% +$35.7K 0.22% 118
2024
Q4 		$3.74M Buy
56,584
+20,468
+57% +$1.39M 0.22% 112
2024
Q3 		$2.38M Sell
36,116
-292
-0.8% -$18.3K 0.14% 153
2024
Q2 		$2.2M Buy
36,408
+1,580
+5% +$96K 0.14% 152
2024
Q1 		$2.18M Sell
34,828
-568
-2% -$33.6K 0.15% 148
2023
Q4 		$2.06M Buy
35,396
+172
+0.5% +$9.19K 0.15% 151
2023
Q3 		$1.83M Sell
35,224
-156
-0.4% -$8.55K 0.17% 144
2023
Q2 		$1.95M Buy
+35,380
New +$1.85M 0.19% 122

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Pine Valley Investments's VO Position: Q2 2026 in Review

Pine Valley Investments increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.16% in Q2 2026, buying an estimated $7.37K and bringing the position to 60,235 shares worth $4.85M. The position accounts for 0.19% of the portfolio, ranked #116.

Pine Valley Investments first reported a position in VO in Q2 2023 and has held it in 13 quarters since. 1,570 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Pine Valley Investments held 60,235 shares of Vanguard Morningstar Mid-Cap ETF worth $4.85M as of Q2 2026.
  • Pine Valley Investments bought 95 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $7.37K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.19% of Pine Valley Investments's portfolio in Q2 2026, its #116 holding.
  • Pine Valley Investments first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,570 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.