PAG
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Private Advisor Group’s Vanguard 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

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
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Private Advisor Group reduced its Vanguard 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. 1,199 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Private Advisor Group held 678,443 shares of Vanguard Mid-Cap ETF worth $54.7M as of Q2 2026.
  • Private Advisor Group sold 160,581 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $12.4M.
  • Vanguard 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 Mid-Cap ETF in Q4 2013 and has held it in 51 quarters since.
  • Private Advisor Group's Vanguard Mid-Cap ETF position peaked at $239M in Q3 2021.
  • 1,199 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

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