Pure Financial Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $28.6M | Sell |
354,943
-8,017
| -2% | -$622K | 0.36% | 47 |
|
|
2026
Q1 | $26.1M | Buy |
362,960
+168
| +0% | +$12.5K | 0.37% | 47 |
|
|
2025
Q4 | $26.3M | Buy |
362,792
+1,672
| +0.5% | +$122K | 0.39% | 44 |
|
|
2025
Q3 | $26.5M | Buy |
361,120
+1,468
| +0.4% | +$105K | 0.42% | 42 |
|
|
2025
Q2 | $25.2M | Buy |
359,652
+64
| +0% | +$4.2K | 0.44% | 41 |
|
|
2025
Q1 | $23.2M | Sell |
359,588
-17,108
| -5% | -$1.15M | 0.49% | 37 |
|
|
2024
Q4 | $24.9M | Sell |
376,696
-9,032
| -2% | -$613K | 0.57% | 30 |
|
|
2024
Q3 | $25.4M | Sell |
385,728
-4,528
| -1% | -$284K | 0.61% | 30 |
|
|
2024
Q2 | $23.6M | Buy |
390,256
+9,768
| +3% | +$594K | 0.66% | 30 |
|
|
2024
Q1 | $23.8M | Buy |
380,488
+2,604
| +0.7% | +$154K | 0.74% | 30 |
|
|
2023
Q4 | $22M | Sell |
377,884
-3,104
| -0.8% | -$166K | 0.76% | 29 |
|
|
2023
Q3 | $19.8M | Buy |
380,988
+12,740
| +3% | +$699K | 0.81% | 28 |
|
|
2023
Q2 | $20.3M | Buy |
368,248
+244
| +0.1% | +$12.8K | 0.86% | 28 |
|
|
2023
Q1 | $19.4M | Buy |
368,004
+5,180
| +1% | +$276K | 0.9% | 28 |
|
|
2022
Q4 | $18.5M | Sell |
362,824
-24,592
| -6% | -$1.25M | 0.95% | 26 |
|
|
2022
Q3 | $18.2M | Buy |
387,416
+35,412
| +10% | +$1.85M | 1.06% | 23 |
|
|
2022
Q2 | $17.3M | Buy |
352,004
+28,184
| +9% | +$1.52M | 1.07% | 21 |
|
|
2022
Q1 | $19.3M | Sell |
323,820
-39,416
| -11% | -$2.31M | 0.88% | 26 |
|
|
2021
Q4 | $23.1M | Buy |
363,236
+37,688
| +12% | +$2.36M | 1.15% | 18 |
|
|
2021
Q3 | $19.3M | Buy |
325,548
+10,936
| +3% | +$661K | 1.49% | 17 |
|
|
2021
Q2 | $18.7M | Sell |
314,612
-8,496
| -3% | -$492K | 1.52% | 18 |
|
|
2021
Q1 | $17.9M | Sell |
323,108
-17,356
| -5% | -$942K | 1.78% | 18 |
|
|
2020
Q4 | $17.6M | Sell |
340,464
-40,488
| -11% | -$1.96M | 2.11% | 17 |
|
|
2020
Q3 | $16.8M | Sell |
380,952
-16,520
| -4% | -$720K | 2.45% | 14 |
|
|
2020
Q2 | $16.3M | Sell |
397,472
-49,248
| -11% | -$1.89M | 2.55% | 14 |
|
|
2020
Q1 | $14.7M | Buy |
+446,720
| New | +$18.5M | 2.47% | 14 |
|
|
2017
Q4 | – | Sell |
-21,108
| Closed | -$776K | – | 101 |
|
|
2017
Q3 | $776K | Sell |
21,108
-548
| -3% | -$19.8K | 0.2% | 51 |
|
|
2017
Q2 | $772K | Sell |
21,656
-2,288
| -10% | -$80.8K | 0.21% | 48 |
|
|
2017
Q1 | $833K | Sell |
23,944
-324
| -1% | -$11.1K | 0.24% | 44 |
|
|
2016
Q4 | $799K | Sell |
24,268
-3,128
| -11% | -$101K | 0.24% | 46 |
|
|
2016
Q3 | $887K | Buy |
27,396
+204
| +0.8% | +$6.54K | 0.29% | 40 |
|
|
2016
Q2 | $840K | Sell |
27,192
-464
| -2% | -$14.2K | 0.29% | 36 |
|
|
2016
Q1 | $842K | Sell |
27,656
-3,372
| -11% | -$95.4K | 0.3% | 36 |
|
|
2015
Q4 | $932K | Sell |
31,028
-3,332
| -10% | -$102K | 0.4% | 25 |
|
|
2015
Q3 | $1M | Sell |
34,360
-1,384
| -4% | -$43.1K | 0.47% | 22 |
|
|
2015
Q2 | $1.14M | Buy |
35,744
+2,912
| +9% | +$94.5K | 0.56% | 20 |
|
|
2015
Q1 | $1.09M | Buy |
32,832
+644
| +2% | +$20.2K | 0.36% | 23 |
|
|
2014
Q4 | $994K | Sell |
32,188
-420
| -1% | -$12.7K | 0.34% | 25 |
|
|
2014
Q3 | $956K | Buy |
32,608
+344
| +1% | +$10.2K | 0.35% | 24 |
|
|
2014
Q2 | $957K | Buy |
32,264
+2,564
| +9% | +$73.2K | 0.35% | 26 |
|
|
2014
Q1 | $834K | Buy |
29,700
+3,216
| +12% | +$89.2K | 0.34% | 26 |
|
|
2013
Q4 | $728K | Buy |
26,484
+1,264
| +5% | +$33.7K | 0.32% | 28 |
|
|
2013
Q3 | $646K | Buy |
25,220
+6,816
| +37% | +$171K | 0.31% | 29 |
|
|
2013
Q2 | $438K | Buy |
+18,404
| New | +$436K | 0.23% | 36 |
|
Other funds holding VO
Pure Financial Advisors's VO Position: Q2 2026 in Review
Pure Financial Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.2% in Q2 2026, selling an estimated $622K and leaving 354,943 shares worth $28.6M. The position accounts for 0.36% of the portfolio, ranked #47.
Pure Financial Advisors first reported a position in VO in Q2 2013 and has held it in 44 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Pure Financial Advisors held 354,943 shares of Vanguard Morningstar Mid-Cap ETF worth $28.6M as of Q2 2026.
- Pure Financial Advisors sold 8,017 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $622K.
- Vanguard Morningstar Mid-Cap ETF made up 0.36% of Pure Financial Advisors's portfolio in Q2 2026, its #47 holding.
- Pure Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 44 quarters since.
- 2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.