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Albion Financial Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Albion Financial 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
2025
Q4 		– Sell
-60
Closed -$4.41K – 684
2025
Q3 		$4.41K Hold
60
– – ﹤0.01% 462
2025
Q2 		$4.2K Buy
+60
New +$3.94K ﹤0.01% 424

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Albion Financial Group's VO Position: Q4 2025 in Review

Albion Financial Group sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2025, closing a stake of 60 shares — an estimated $4.41K sold.

Albion Financial Group first reported a position in VO in Q2 2025 and held it in 2 quarters. The position peaked at $4.41K in Q3 2025. 2,372 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • Albion Financial Group reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Albion Financial Group sold 60 Vanguard Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $4.41K.
  • Albion Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and held it in 2 quarters.
  • Albion Financial Group's Vanguard Morningstar Mid-Cap ETF position peaked at $4.41K in Q3 2025.
  • 2,372 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.

Based on Albion Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.