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

Aletheian Wealth 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
2026 Q2	$278K	Sell	3,448 -664	-16%	-$51.5K	0.12%	94
2026 Q1	$295K	Buy	+4,112	New	+$306K	0.14%	75
2025 Q3	$401K	Sell	5,464 -116	-2%	-$8.33K	0.19%	69
2025 Q2	$390K	Hold	5,580	–	–	0.19%	66
2025 Q1	$361K	Hold	5,580	–	–	0.2%	66
2024 Q4	$368K	Sell	5,580 -1,256	-18%	-$85.3K	0.22%	63
2024 Q3	$451K	Sell	6,836 -3,280	-32%	-$206K	0.26%	55
2024 Q2	$612K	Sell	10,116 -308	-3%	-$18.7K	0.32%	61
2024 Q1	$651K	Sell	10,424 -160	-2%	-$9.46K	0.35%	59
2023 Q4	$616K	Hold	10,584	–	–	0.41%	57
2023 Q3	$551K	Buy	10,584 +1,248	+13%	+$68.4K	0.42%	57
2023 Q2	$514K	Sell	9,336 -1,008	-10%	-$52.8K	0.35%	64
2023 Q1	$545K	Hold	10,344	–	–	0.48%	38
2022 Q4	$527K	Hold	10,344	–	–	0.45%	49
2022 Q3	$486K	Hold	10,344	–	–	0.55%	36
2022 Q2	$509K	Hold	10,344	–	–	0.52%	36
2022 Q1	$615K	Hold	10,344	–	–	0.58%	33
2021 Q4	$659K	Buy	+10,344	New	+$648K	0.65%	33

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

Aletheian Wealth Advisors's VO Position: Q2 2026 in Review

Aletheian Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 16% in Q2 2026, selling an estimated $51.5K and leaving 3,448 shares worth $278K. The position accounts for 0.12% of the portfolio, ranked #94.

Aletheian Wealth Advisors first reported a position in VO in Q4 2021 and has held it in 18 quarters since. The position peaked at $659K in Q4 2021. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Aletheian Wealth Advisors held 3,448 shares of Vanguard Morningstar Mid-Cap ETF worth $278K as of Q2 2026.
Aletheian Wealth Advisors sold 664 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $51.5K.
Vanguard Morningstar Mid-Cap ETF made up 0.12% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #94 holding.
Aletheian Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Aletheian Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $659K in Q4 2021.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.