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Allegheny Financial Group’s Vanguard Morningstar 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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Allegheny Financial Group increased its Vanguard Morningstar 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. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Allegheny Financial Group held 48,306 shares of Vanguard Morningstar Mid-Cap ETF worth $3.89M as of Q2 2026.
  • Allegheny Financial Group bought 4,862 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $377K.
  • Vanguard Morningstar 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 Morningstar Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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