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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

PKS Advisory Services's VO Position: Q1 2026 in Review

PKS Advisory Services increased its Vanguard Mid-Cap ETF (VO) stake by 8.6% in Q1 2026, buying an estimated $251K and bringing the position to 42,516 shares worth $3.05M. The position accounts for 0.71% of the portfolio, ranked #26.

PKS Advisory Services first reported a position in VO in Q4 2024 and has held it in 5 quarters since. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • PKS Advisory Services held 42,516 shares of Vanguard Mid-Cap ETF worth $3.05M as of Q1 2026.
  • PKS Advisory Services bought 3,380 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $251K.
  • Vanguard Mid-Cap ETF made up 0.71% of PKS Advisory Services's portfolio in Q1 2026, its #26 holding.
  • PKS Advisory Services first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.