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

Private Management 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	$556K	Buy	6,901 +133	+2%	+$10.3K	0.01%	236
2026 Q1	$486K	Hold	6,768	–	–	0.01%	237
2025 Q4	$491K	Hold	6,768	–	–	0.01%	229
2025 Q3	$497K	Hold	6,768	–	–	0.01%	216
2025 Q2	$473K	Sell	6,768 -436	-6%	-$28.6K	0.02%	209
2025 Q1	$466K	Hold	7,204	–	–	0.02%	163
2024 Q4	$476K	Sell	7,204 -444	-6%	-$30.1K	0.02%	162
2024 Q3	$504K	Hold	7,648	–	–	0.02%	162
2024 Q2	$463K	Buy	+7,648	New	+$465K	0.02%	164

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 Management Group's VO Position: Q2 2026 in Review

Private Management Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2% in Q2 2026, buying an estimated $10.3K and bringing the position to 6,901 shares worth $556K. The position accounts for 0.01% of the portfolio, ranked #236.

Private Management Group first reported a position in VO in Q2 2024 and has held it in 9 quarters since. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Private Management Group held 6,901 shares of Vanguard Morningstar Mid-Cap ETF worth $556K as of Q2 2026.
Private Management Group bought 133 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $10.3K.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Private Management Group's portfolio in Q2 2026, its #236 holding.
Private Management Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Private Management Group's 13F filing for Q2 2026, filed 31 Jul 2026.