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Pinney & Scofield’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Pinney & Scofield’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 		$48.1K Sell
597
-187
-24% -$14.5K 0.02% 113
2026
Q1 		$56.3K Buy
+784
New +$58.3K 0.03% 103

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

Pinney & Scofield's VO Position: Q2 2026 in Review

Pinney & Scofield reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 24% in Q2 2026, selling an estimated $14.5K and leaving 597 shares worth $48.1K. The position accounts for 0.02% of the portfolio, ranked #113.

Pinney & Scofield first reported a position in VO in Q1 2026 and has held it in 2 quarters since. The position peaked at $56.3K in Q1 2026. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Pinney & Scofield held 597 shares of Vanguard Morningstar Mid-Cap ETF worth $48.1K as of Q2 2026.
  • Pinney & Scofield sold 187 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $14.5K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.02% of Pinney & Scofield's portfolio in Q2 2026, its #113 holding.
  • Pinney & Scofield first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • Pinney & Scofield's Vanguard Morningstar Mid-Cap ETF position peaked at $56.3K in Q1 2026.
  • 2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.