PSI Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

PSI Advisors’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
2025 Q2	–	Sell	-252	Closed	-$16.3K	–	677
2025 Q1	$16.3K	Sell	252 -120	-32%	-$8.05K	0.01%	392
2024 Q4	$24.4K	Hold	372	–	–	0.01%	388
2024 Q3	$24.3K	Buy	372 +4	+1%	+$251	0.01%	394
2024 Q2	$22.3K	Hold	368	–	–	0.01%	386
2024 Q1	$23K	Hold	368	–	–	0.01%	368
2023 Q4	$21.4K	Hold	368	–	–	0.01%	399
2023 Q3	$19.1K	Buy	368 +252	+217%	+$13.8K	0.01%	393
2023 Q2	$6.3K	Hold	116	–	–	﹤0.01%	558
2023 Q1	$6.01K	Sell	116 -532	-82%	-$28.3K	﹤0.01%	507
2022 Q4	$33.1K	Hold	648	–	–	0.02%	263
2022 Q3	$30K	Hold	648	–	–	0.02%	284
2022 Q2	$32K	Hold	648	–	–	0.02%	298
2022 Q1	$39K	Sell	648 -500	-44%	-$29.3K	0.02%	289
2021 Q4	$73K	Hold	1,148	–	–	0.03%	241
2021 Q3	$68K	Buy	+1,148	New	+$69.4K	0.03%	245
2020 Q4	–	Sell	-6,416	Closed	-$282K	–	134
2020 Q3	$282K	Sell	6,416 -76	-1%	-$3.31K	0.22%	92
2020 Q2	$266K	Sell	6,492 -1,740	-21%	-$66.7K	0.21%	89
2020 Q1	$270K	Buy	8,232 +1,832	+29%	+$75.9K	0.25%	84
2019 Q4	$285K	Buy	+6,400	New	+$275K	0.18%	107

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PSI Advisors's VO Position: Q2 2025 in Review

PSI Advisors sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2025, closing a stake of 252 shares — an estimated $16.3K sold.

PSI Advisors first reported a position in VO in Q4 2019 and held it in 19 quarters. The position peaked at $285K in Q4 2019. 2,172 funds tracked by Wall St. Rank hold VO as of Q2 2025.

PSI Advisors reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 252 Vanguard Morningstar Mid-Cap ETF shares in Q2 2025, an estimated $16.3K.
PSI Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and held it in 19 quarters.
PSI Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $285K in Q4 2019.
2,172 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.