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 Q3	$235K	Sell	3,003 -445	-13%	-$36.2K	0.09%	101
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

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

PCTC

Perkins Coie Trust Company Seattle, Washington $626M AUM 18.31% 1-Year Est. Return

Aletheian Wealth Advisors's VO Position: Q3 2026 in Review

Aletheian Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 13% in Q3 2026, selling an estimated $36.2K and leaving 3,003 shares worth $235K. The position accounts for 0.09% of the portfolio, ranked #101.

Aletheian Wealth Advisors first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $659K in Q4 2021. 362 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Aletheian Wealth Advisors held 3,003 shares of Vanguard Morningstar Mid-Cap ETF worth $235K as of Q3 2026.
Aletheian Wealth Advisors sold 445 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $36.2K.
Vanguard Morningstar Mid-Cap ETF made up 0.09% of Aletheian Wealth Advisors's portfolio in Q3 2026, its #101 holding.
Aletheian Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Aletheian Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $659K in Q4 2021.
362 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.