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

Allegheny 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
2026
Q2 		$3.89M Buy
48,306
+4,862
+11% +$377K 0.41% 40
2026
Q1 		$3.12M Buy
43,444
+6,524
+18% +$485K 0.42% 41
2025
Q4 		$2.68M Buy
36,920
+11,696
+46% +$851K 0.4% 46
2025
Q3 		$1.85M Buy
25,224
+5,348
+27% +$384K 0.35% 60
2025
Q2 		$1.39M Buy
19,876
+2,464
+14% +$162K 0.31% 63
2025
Q1 		$1.13M Buy
17,412
+1,400
+9% +$94K 0.29% 63
2024
Q4 		$1.06M Buy
16,012
+1,152
+8% +$78.2K 0.27% 69
2024
Q3 		$980K Buy
14,860
+160
+1% +$10K 0.24% 77
2024
Q2 		$890K Buy
14,700
+3,904
+36% +$237K 0.26% 76
2024
Q1 		$674K Sell
10,796
-2,628
-20% -$155K 0.21% 91
2023
Q4 		$781K Buy
13,424
+856
+7% +$45.7K 0.25% 77
2023
Q3 		$654K Buy
12,568
+1,544
+14% +$84.7K 0.25% 77
2023
Q2 		$607K Sell
11,024
-212
-2% -$11.1K 0.29% 67
2023
Q1 		$593K Buy
11,236
+356
+3% +$18.9K 0.24% 89
2022
Q4 		$554K Buy
10,880
+2,140
+24% +$109K 0.23% 88
2022
Q3 		$410K Buy
8,740
+1,660
+23% +$86.8K 0.19% 96
2022
Q2 		$349K Buy
7,080
+3,008
+74% +$163K 0.16% 102
2022
Q1 		$242K Sell
4,072
-160
-4% -$9.39K 0.1% 139
2021
Q4 		$269K Buy
4,232
+8
+0.2% +$501 0.11% 126
2021
Q3 		$250K Buy
4,224
+8
+0.2% +$483 0.11% 120
2021
Q2 		$250K Buy
+4,216
New +$244K 0.11% 123
2021
Q1 		– Sell
-5,528
Closed -$286K – 133
2020
Q4 		$286K Buy
+5,528
New +$268K 0.15% 97

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Allegheny Financial Group's VO Position: Q2 2026 in Review

Allegheny Financial Group increased its Vanguard Mid-Cap ETF (VO) stake by 11% in Q2 2026, buying an estimated $377K and bringing the position to 48,306 shares worth $3.89M. The position accounts for 0.41% of the portfolio, ranked #40.

Allegheny Financial Group first reported a position in VO in Q4 2020 and has held it in 22 quarters since. 930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Allegheny Financial Group held 48,306 shares of Vanguard Mid-Cap ETF worth $3.89M as of Q2 2026.
  • Allegheny Financial Group bought 4,862 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $377K.
  • Vanguard Mid-Cap ETF made up 0.41% of Allegheny Financial Group's portfolio in Q2 2026, its #40 holding.
  • Allegheny Financial Group first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.