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 Q3	$13.3M	Buy	169,299 +3,565	+2%	+$290K	4.19%	8
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

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

PCTC

Perkins Coie Trust Company Seattle, Washington $626M AUM 18.31% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s VO Position: Q3 2026 in Review

Alliance Wealth Advisors (Pennsylvania) increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.2% in Q3 2026, buying an estimated $290K and bringing the position to 169,299 shares worth $13.3M. The position accounts for 4.19% of the portfolio, ranked #8.

Alliance Wealth Advisors (Pennsylvania) first reported a position in VO in Q4 2020 and has held it in 24 quarters since. The position peaked at $13.4M in Q2 2026. 443 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Alliance Wealth Advisors (Pennsylvania) held 169,299 shares of Vanguard Morningstar Mid-Cap ETF worth $13.3M as of Q3 2026.
Alliance Wealth Advisors (Pennsylvania) bought 3,565 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $290K.
Vanguard Morningstar Mid-Cap ETF made up 4.19% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q3 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 24 quarters since.
Alliance Wealth Advisors (Pennsylvania)'s Vanguard Morningstar Mid-Cap ETF position peaked at $13.4M in Q2 2026.
443 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q3 2026, filed 14 Oct 2026.