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

Private Advisory 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
2026 Q2	$723K	Sell	8,968 -588	-6%	-$45.6K	0.04%	193
2026 Q1	$686K	Sell	9,556 -52	-0.5%	-$3.86K	0.05%	179
2025 Q4	$697K	Sell	9,608 -32	-0.3%	-$2.33K	0.05%	143
2025 Q3	$708K	Sell	9,640 -92	-0.9%	-$6.61K	0.06%	139
2025 Q2	$681K	Sell	9,732 -145,812	-94%	-$9.57M	0.06%	145
2025 Q1	$10.1M	Buy	155,544 +6,952	+5%	+$467K	1.12%	20
2024 Q4	$9.81M	Buy	148,592 +3,528	+2%	+$240K	1.1%	21
2024 Q3	$9.57M	Buy	145,064 +3,088	+2%	+$194K	1.14%	20
2024 Q2	$8.59M	Buy	141,976 +23,492	+20%	+$1.43M	1.12%	21
2024 Q1	$7.4M	Buy	118,484 +21,804	+23%	+$1.29M	1.06%	24
2023 Q4	$5.62M	Buy	96,680 +88,112	+1,028%	+$4.71M	0.98%	24
2023 Q3	$446K	Sell	8,568 -60	-0.7%	-$3.29K	0.09%	145
2023 Q2	$475K	Sell	8,628 -36	-0.4%	-$1.89K	0.09%	147
2023 Q1	$457K	Sell	8,664 -180	-2%	-$9.58K	0.1%	131
2022 Q4	$451K	Sell	8,844 -680	-7%	-$34.6K	0.1%	135
2022 Q3	$448K	Sell	9,524 -5,328	-36%	-$278K	0.1%	128
2022 Q2	$731K	Buy	14,852 +5,872	+65%	+$317K	0.17%	93
2022 Q1	$534K	Buy	+8,980	New	+$527K	0.1%	110
2019 Q2	–	Sell	-6,616	Closed	-$229K	–	152
2019 Q1	$229K	Hold	6,616	–	–	0.13%	116
2018 Q4	$229K	Hold	6,616	–	–	0.13%	116
2018 Q3	$258K	Sell	6,616 -16	-0.2%	-$653	0.13%	108
2018 Q2	$261K	Sell	6,632 -300	-4%	-$11.8K	0.13%	115
2018 Q1	$267K	Sell	6,932 -892	-11%	-$35.1K	0.16%	96
2017 Q4	$303K	Sell	7,824 -2,436	-24%	-$92K	0.16%	106
2017 Q3	$377K	Hold	10,260	–	–	0.22%	78
2017 Q2	$366K	Sell	10,260 -19,068	-65%	-$674K	0.22%	86
2017 Q1	$1.02M	Sell	29,328 -24,252	-45%	-$833K	0.68%	42
2016 Q4	$1.76M	Buy	+53,580	New	+$1.73M	1.22%	25

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

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

Private Advisory Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.2% in Q2 2026, selling an estimated $45.6K and leaving 8,968 shares worth $723K. The position accounts for 0.04% of the portfolio, ranked #193.

Private Advisory Group first reported a position in VO in Q4 2016 and has held it in 28 quarters since. The position peaked at $10.1M in Q1 2025. 2,485 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Private Advisory Group held 8,968 shares of Vanguard Morningstar Mid-Cap ETF worth $723K as of Q2 2026.
Private Advisory Group sold 588 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $45.6K.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of Private Advisory Group's portfolio in Q2 2026, its #193 holding.
Private Advisory Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2016 and has held it in 28 quarters since.
Private Advisory Group's Vanguard Morningstar Mid-Cap ETF position peaked at $10.1M in Q1 2025.
2,485 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.