AWM
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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
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

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Allen Wealth Management's VO Position: Q2 2026 in Review

Allen Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.7% in Q2 2026, buying an estimated $924K and bringing the position to 221,178 shares worth $17.8M. The position accounts for 8.68% of the portfolio, ranked #3.

Allen Wealth Management first reported a position in VO in Q4 2025 and has held it in 3 quarters since. 1,271 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Allen Wealth Management held 221,178 shares of Vanguard Morningstar Mid-Cap ETF worth $17.8M as of Q2 2026.
  • Allen Wealth Management bought 11,914 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $924K.
  • Vanguard Morningstar Mid-Cap ETF made up 8.68% of Allen Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Allen Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,271 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.