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Alliance Wealth Advisors (Pennsylvania)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$13.4M Buy
165,734
+8,314
+5% +$645K 4.34% 8
2026
Q1 		$11.3M Buy
157,420
+17,892
+13% +$1.33M 4.95% 5
2025
Q4 		$10.1M Buy
139,528
+16,416
+13% +$1.19M 4.4% 7
2025
Q3 		$9.04M Buy
123,112
+13,884
+13% +$997K 4.05% 7
2025
Q2 		$7.64M Buy
109,228
+53,416
+96% +$3.51M 3.91% 7
2025
Q1 		$3.61M Buy
55,812
+2,448
+5% +$164K 2.05% 11
2024
Q4 		$3.52M Buy
53,364
+2,140
+4% +$145K 1.97% 9
2024
Q3 		$3.38M Buy
51,224
+2,324
+5% +$146K 1.93% 9
2024
Q2 		$2.96M Buy
48,900
+708
+1% +$43K 1.86% 9
2024
Q1 		$3.01M Buy
48,192
+3,224
+7% +$191K 1.9% 10
2023
Q4 		$2.62M Buy
44,968
+992
+2% +$53K 1.73% 11
2023
Q3 		$2.29M Buy
43,976
+1,984
+5% +$109K 1.66% 12
2023
Q2 		$2.31M Buy
41,992
+260
+0.6% +$13.6K 1.64% 14
2023
Q1 		$2.2M Buy
41,732
+428
+1% +$22.8K 1.65% 12
2022
Q4 		$2.1M Buy
41,304
+1,168
+3% +$59.5K 1.75% 14
2022
Q3 		$1.89M Buy
40,136
+824
+2% +$43.1K 1.76% 16
2022
Q2 		$1.94M Buy
39,312
+848
+2% +$45.8K 1.67% 16
2022
Q1 		$2.29M Buy
38,464
+9,712
+34% +$570K 1.9% 14
2021
Q4 		$1.83M Buy
28,752
+2,816
+11% +$177K 1.49% 18
2021
Q3 		$1.53M Buy
25,936
+5,084
+24% +$307K 1.36% 21
2021
Q2 		$1.24M Buy
20,852
+3,184
+18% +$185K 1.11% 24
2021
Q1 		$978K Buy
17,668
+8,324
+89% +$452K 0.97% 30
2020
Q4 		$483K Buy
+9,344
New +$452K 0.51% 49

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 22.96% 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

Alliance Wealth Advisors (Pennsylvania)'s VO Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.3% in Q2 2026, buying an estimated $645K and bringing the position to 165,734 shares worth $13.4M. The position accounts for 4.34% of the portfolio, ranked #8.

Alliance Wealth Advisors (Pennsylvania) first reported a position in VO in Q4 2020 and has held it in 23 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 165,734 shares of Vanguard Morningstar Mid-Cap ETF worth $13.4M as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) bought 8,314 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $645K.
  • Vanguard Morningstar Mid-Cap ETF made up 4.34% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #8 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.