PAG
VO icon

Private Advisor Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Private Advisor Group’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
2023
Q4 		– Sell
-40,400
Closed -$21K – 2523
2023
Q3 		$21K Buy
+40,400
New +$2.22M ﹤0.01% 2104

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

Private Advisor Group's VO Position: Q2 2026 in Review

Private Advisor Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 19% in Q2 2026, selling an estimated $12.4M and leaving 678,443 shares worth $54.7M. The position accounts for 0.25% of the portfolio, ranked #78.

Private Advisor Group first reported a position in VO in Q4 2013 and has held it in 51 quarters since. The position peaked at $239M in Q3 2021. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Private Advisor Group held 678,443 shares of Vanguard Morningstar Mid-Cap ETF worth $54.7M as of Q2 2026.
  • Private Advisor Group sold 160,581 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $12.4M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.25% of Private Advisor Group's portfolio in Q2 2026, its #78 holding.
  • Private Advisor Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2013 and has held it in 51 quarters since.
  • Private Advisor Group's Vanguard Morningstar Mid-Cap ETF position peaked at $239M in Q3 2021.
  • 2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.