PKS Advisory Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

PKS Advisory Services’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	$3.57M	Buy	44,363 +1,847	+4%	+$143K	0.57%	32
2026 Q1	$3.05M	Buy	42,516 +3,380	+9%	+$251K	0.71%	26
2025 Q4	$2.84M	Buy	+39,136	New	+$2.85M	0.65%	31
2025 Q3	–	Sell	-4,544	Closed	-$318K	–	282
2025 Q2	$318K	Hold	4,544	–	–	0.08%	188
2025 Q1	$294K	Buy	4,544 +188	+4%	+$12.6K	0.08%	189
2024 Q4	$288K	Buy	+4,356	New	+$296K	0.07%	193

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

PKS Advisory Services's VO Position: Q2 2026 in Review

PKS Advisory Services increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.3% in Q2 2026, buying an estimated $143K and bringing the position to 44,363 shares worth $3.57M. The position accounts for 0.57% of the portfolio, ranked #32.

PKS Advisory Services first reported a position in VO in Q4 2024 and has held it in 6 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

PKS Advisory Services held 44,363 shares of Vanguard Morningstar Mid-Cap ETF worth $3.57M as of Q2 2026.
PKS Advisory Services bought 1,847 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $143K.
Vanguard Morningstar Mid-Cap ETF made up 0.57% of PKS Advisory Services's portfolio in Q2 2026, its #32 holding.
PKS Advisory Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.