Allen Wealth Management
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Allen Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Allen Wealth Management’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 		$18.3M Buy
233,397
+12,219
+6% +$994K 8.92% 4
2026
Q2 		$17.8M Buy
221,178
+11,914
+6% +$924K 8.68% 3
2026
Q1 		$15M Buy
209,264
+30,704
+17% +$2.28M 7.52% 5
2025
Q4 		$13M Buy
+178,560
New +$13M 7.8% 4

Other funds holding VO

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Allen Wealth Management's VO Position: Q3 2026 in Review

Allen Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.5% in Q3 2026, buying an estimated $994K and bringing the position to 233,397 shares worth $18.3M. The position accounts for 8.92% of the portfolio, ranked #4.

Allen Wealth Management first reported a position in VO in Q4 2025 and has held it in 4 quarters since. 1,565 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Allen Wealth Management held 233,397 shares of Vanguard Morningstar Mid-Cap ETF worth $18.3M as of Q3 2026.
  • Allen Wealth Management bought 12,219 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $994K.
  • Vanguard Morningstar Mid-Cap ETF made up 8.92% of Allen Wealth Management's portfolio in Q3 2026, its #4 holding.
  • Allen Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,565 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Allen Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.